Jdv Wealth Advisors, LLC

Jdv Wealth Advisors, LLC (CRD# 169628) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $5,265,045 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $114,458
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
  • 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.

MI

Financial Advisors at Jdv Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph D. Venegas
CRD#: 5007892
Goodrich, MI

Joseph Venegas (CRD# 5007892) is an Investment Advisor Representative working at Jdv Wealth Advisors, LLC in Goodrich, MI and has over 17 years of experience in the finance industry.

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