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INMAN JAGER WEALTH MANAGEMENT, LLC
CRD 329603 · SEC 801-129713
140 MAYFAIR ROAD, SUITE 1000, HATTIESBURG, MS, 39402, United States
Phone
(601) 602-3571
Fax
(601) 602-3867
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.0M
Discretionary AUM
$212.2M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $68.4M |
| High net worth individuals | 62 | $137.9M |
| Pension/profit sharing plans | 7 | $12.8M |
States served
AL, IL, LA, MS, TX, FL
All web addresses on file
Official SEC filing: View on IAPD