Jdv Wealth Advisors, LLC
Jdv Wealth Advisors, LLC (CRD# 169628) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $1,064,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$56,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Joseph Venegas (CRD# 5007892) is an Investment Advisor Representative working at Jdv Wealth Advisors, LLC in Grand Blanc, MI and has over 11 years of experience in the finance industry.