Jacksonville Wealth Management, LLC
● SEC registered since 2021CRD 309312SEC# 801-120427Jacksonville, FL
Reg. AUM
$533.5M
Employees
13
Accounts
2,095
Location
Jacksonville, FL
Jacksonville Wealth Management, LLC assets under management
Jacksonville Wealth Management, LLC is an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2021. It reports $533.5 million in regulatory assets under management and employs 13 people.
Jacksonville Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Martin Ciez Control | Managing Member & Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Jacksonville Wealth Management, LLC manage?
Jacksonville Wealth Management, LLC reports $533.5 million in regulatory assets under management on its Form ADV.
How many employees does Jacksonville Wealth Management, LLC have?
Jacksonville Wealth Management, LLC reports 13 employees.
Where is Jacksonville Wealth Management, LLC located?
Jacksonville Wealth Management, LLC is based in Jacksonville, FL and has been SEC-registered since 2021.
Does Jacksonville Wealth Management, LLC disclose fund performance?
Jacksonville 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 | 8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216 |
| Phone | 904-923-7526 |
| Fax | N/A |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2048486 |
| Discloses disciplinary history | No |
Regulatory AUM
$533.5M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$533.5Mregulatory AUM
Discretionary $533.5M