Jacksonville Wealth Management
Jacksonville Wealth Management is an SEC-registered mass-market adviser in Jacksonville, FL with $533.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Jacksonville Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309312, SEC 801-120427, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $533.5M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Jacksonville, FL
- Employees
- 13
- Clients
- 1,034
- CRD
- 309312
- Ownership
- CIEZ, DANIEL, MARTIN
How much AUM does Jacksonville Wealth Management have?
Jacksonville Wealth Management reported $533.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Jacksonville Wealth Management?
Disclosed owners and executives of Jacksonville Wealth Management include CIEZ, DANIEL, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.