Jdh Wealth Management, LLC (Santa Rosa)

Name: Jdh Wealth Management, LLC
Address: 181 Concourse Boulevard, Santa Rosa, CA, 95403
Telephone: 707.542.1110

Jdh Wealth Management, LLC is a large advisory firm based in Santa Rosa. It manages $173.17 million of regulatory assets for 279 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Texas.

Jdh Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jdh Wealth Management: assets under management

The assets under management (AUM) of Jdh Wealth Management, LLC is $173.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $173.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $620.67 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 66% of the total AUM. The second-largest asset type is state and local bonds, which make up 17% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jdh Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jdh Wealth Management serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jdh Wealth Management is high net worth individuals with 40 clients and $139.29 million of assets under management. Among the 9 most similar advisory firms, Jdh Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $173.17 million for 105 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jdh Wealth Management doesn't advise any private funds.

Careers at Jdh Wealth Management, LLC

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy James Delaney	Managing member	1 Jan 2000	50% - 75%	4771440
Ralph John Jones	Member	1 Jan 2000	Other	4771442
Cecil George Humes	Member	1 Jan 2000	25% - 50%	4771441
Matthew James Delaney	Member, chief compliance officer	1 Feb 2010	25% - 50%	4691572

Based in Santa Rosa

The principal office where Jdh Wealth Management, LLC performs its advisory services is located at 181 Concourse Boulevard, Santa Rosa, CA 95403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707.542.1110 or by fax 707.595.5776. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jdhwealth.com.