Jdh Wealth Management, LLC
Jdh Wealth Management, LLC is an SEC-registered wealth manager in Santa Rosa, CA with $494.9M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Jdh Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112474, SEC 801-96201, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $494.9M (2026-04-14)
- Firm type
- Wealth Manager
- Location
- Santa Rosa, CA
- Employees
- 2
- Clients
- 136
- CRD
- 112474
- Ownership
- DELANEY, TIMOTHY, JAMES; HUMES, CECIL, GEORGE; JONES, RALPH, JOHN; DELANEY, MATTHEW, JAMES
How much AUM does Jdh Wealth Management, LLC have?
Jdh Wealth Management, LLC reported $494.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Jdh Wealth Management, LLC?
Disclosed owners and executives of Jdh Wealth Management, LLC include DELANEY, TIMOTHY, JAMES, HUMES, CECIL, GEORGE, JONES, RALPH, JOHN, DELANEY, MATTHEW, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.