JCM STRATEGIC WEALTH PARTNERS LLC
Doing business as WERNER FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$152,442,365
Discretionary
$151,568,375
Non-discretionary
$873,990
Firm details
- CRD number
- 315220
- SEC file number
- 801-132269
- Main office
- INDIANAPOLIS, IN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.wernerfinancial.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.