Jacksonville Wealth Management

Overview

Jacksonville Wealth Management is an independent, owner-operated RIA organized as an LLC and SEC-registered in 2021. The firm advises both individual and family clients as well as some institutional mandates, concentrating on financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM fee model plus hourly and fixed-fee engagements, indicating flexibility for both ongoing wealth management and project-based planning work. Investment activity appears centered on liquid public investments rather than direct private capital deployment; the firm is not listed as a capital allocator and does not identify as an active ESG investor. It manages client assets through a single primary custodian relationship and does not present itself as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices