Jdh Wealth Management, LLC

Jdh Wealth Management, LLC (CRD# 112474) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $110,417,275 in 272 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $405,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Jdh Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew J. Delaney
CRD#: 4691572
181 Concourse Boulevard, Suite A, Santa Rosa, CA 95403
93
Wealthminder
score

Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 13 years of experience in the finance industry.

2
Timothy J. Delaney
CRD#: 4771440
181 Concourse Boulevard, Suite A, Santa Rosa, CA 95403
73
Wealthminder
score

Timothy Delaney (CRD# 4771440) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 16 years of experience in the finance industry.

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