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 14 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 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.