Jdh Wealth Management, LLC
● SEC registered since 2015CRD 112474SEC# 801-96201Santa Rosa, CA
Reg. AUM
$494.9M
Employees
2
Accounts
392
Location
Santa Rosa, CA
Jdh Wealth Management, LLC assets under management
Jdh Wealth Management, LLC operates as an SEC-registered investment adviser based in Santa Rosa, CA. The firm has been registered since 2015. It reports $494.9 million in regulatory assets under management and employs 2 people.
Jdh Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew James Delaney Control | Managing Member, Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Jdh Wealth Management, LLC manage?
Jdh Wealth Management, LLC reports $494.9 million in regulatory assets under management on its Form ADV.
How many employees does Jdh Wealth Management, LLC have?
Jdh Wealth Management, LLC reports 2 employees.
Where is Jdh Wealth Management, LLC located?
Jdh Wealth Management, LLC is based in Santa Rosa, CA and has been SEC-registered since 2015.
Does Jdh Wealth Management, LLC disclose fund performance?
Jdh 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 | 181 Concourse Boulevard, Suite a, Santa Rosa, CA 95403 |
| Phone | (707) 542-1110 |
| Fax | (707) 595-5776 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2022512 |
| Discloses disciplinary history | No |
Regulatory AUM
$494.9M▲ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$494.9Mregulatory AUM
Discretionary $494.9M