Gilliland Jeter Wealth Management, LLC
● SEC registered since 2023CRD 324403SEC# 801-127199Little Rock, AR
Reg. AUM
$569.1M
Employees
4
Accounts
836
Location
Little Rock, AR
Gilliland Jeter Wealth Management, LLC assets under management
Gilliland Jeter Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Little Rock, AR. The firm has been registered since 2023. It reports $569.1 million in regulatory assets under management and employs 4 people.
Gilliland Jeter Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Clayton Gilliland Control | Senior Portfolio Strategist | 25-50% | 2023 |
| Matthew Scott Jeter Control | Principal | 50-75% | 2022 |
| Patricia Rene France Control | Chief Compliance Officer | 5-10% | 2022 |
Frequently asked questions
How much does Gilliland Jeter Wealth Management, LLC manage?
Gilliland Jeter Wealth Management, LLC reports $569.1 million in regulatory assets under management on its Form ADV.
How many employees does Gilliland Jeter Wealth Management, LLC have?
Gilliland Jeter Wealth Management, LLC reports 4 employees.
Where is Gilliland Jeter Wealth Management, LLC located?
Gilliland Jeter Wealth Management, LLC is based in Little Rock, AR and has been SEC-registered since 2023.
Does Gilliland Jeter Wealth Management, LLC disclose fund performance?
Gilliland Jeter Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5619 R Street, Little Rock, AR 72207 |
| Phone | 501-902-4951 |
| Fax | 501-902-4952 |
| Office hours | 9:00a.m.-3:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$569.1M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$569.1Mregulatory AUM
Discretionary $514.7MNon-discretionary $54.4M