Jcm Strategic Wealth Partners LLC
● SEC registered since 2025CRD 315220SEC# 801-132269Indianapolis, IN
Reg. AUM
$152.4M
Employees
5
Accounts
1,262
Location
Indianapolis, IN
Jcm Strategic Wealth Partners LLC assets under management
Jcm Strategic Wealth Partners LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2025. It reports $152.4 million in regulatory assets under management and employs 5 people.
Jcm Strategic Wealth Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Michael Werner Control | Managing Member/Cco | Over 75% | 2021 |
Frequently asked questions
How much does Jcm Strategic Wealth Partners LLC manage?
Jcm Strategic Wealth Partners LLC reports $152.4 million in regulatory assets under management on its Form ADV.
How many employees does Jcm Strategic Wealth Partners LLC have?
Jcm Strategic Wealth Partners LLC reports 5 employees.
Where is Jcm Strategic Wealth Partners LLC located?
Jcm Strategic Wealth Partners LLC is based in Indianapolis, IN and has been SEC-registered since 2025.
Does Jcm Strategic Wealth Partners LLC disclose fund performance?
Jcm Strategic Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4022 E Southport Road, Indianapolis, IN 46237 |
| Phone | 317-735-9202 |
| Office hours | 8:30-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.4M▲ 48%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$152.4Mregulatory AUM
Discretionary $151.6MNon-discretionary $874K