Jdh Wealth Management, LLC

Jdh Wealth Management, LLC (CRD# 112474) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $323,442,958 in 389 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
181 Concourse Boulevard, Suite A, Santa Rosa, CA 95403
http://www.jdhwealth.com
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $831,473
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
The map below shows states where this firm has explicit registration only.

CA, ID, TX

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

Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.

2
Benjamin Turner, financial advisor Santa Rosa CA
Benjamin A. Turner
CRD#: 7810602
181 Concourse Boulevard, Suite A, Santa Rosa, CA 95403

Benjamin Turner (CRD# 7810602) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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