Jrs Wealth Management LLC
● SEC registered since 2026CRD 306294SEC# 801-135617South Jordan, UT
Reg. AUM
$135M
Employees
5
Accounts
1,002
Location
South Jordan, UT
Jrs Wealth Management LLC assets under management
Jrs Wealth Management LLC operates as an SEC-registered investment adviser based in South Jordan, UT. The firm has been registered since 2026. It reports $135 million in regulatory assets under management and employs 5 people.
Jrs Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Roger Segelke Control | President And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Jrs Wealth Management LLC manage?
Jrs Wealth Management LLC reports $135 million in regulatory assets under management on its Form ADV.
How many employees does Jrs Wealth Management LLC have?
Jrs Wealth Management LLC reports 5 employees.
Where is Jrs Wealth Management LLC located?
Jrs Wealth Management LLC is based in South Jordan, UT and has been SEC-registered since 2026.
Does Jrs Wealth Management LLC disclose fund performance?
Jrs 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 | 10808 South Riverfront Parkway, Suite 351, South Jordan, UT 84095 |
| Phone | (801) 987-3973 |
| Fax | (866) 439-1117 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$135Mregulatory AUM
Discretionary $130MNon-discretionary $5M