JACKSONVILLE WEALTH MANAGEMENT, LLC
Doing business as JACKSONVILLE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$533,539,848
Discretionary
$533,539,848
Non-discretionary
$0
Firm details
- CRD number
- 309312
- SEC file number
- 801-120427
- Main office
- JACKSONVILLE, FL, United States
- Employees
- 13
- SEC status
- Approved
- Website
- https://jaxwealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.