JDH Wealth Management, LLC
Firm details
- Headquarters
- Santa Rosa, California
- CRD number
- 112474
- Registered since
- May 4, 2015
- Website
- jdhwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.81%
- Individuals5.74%
- Charitable Organizations1.67%
- Pension & Profit Sharing Plans0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
JDH Wealth Management, LLC is an independent registered investment adviser founded in 2015 and organized as an LLC with individual ownership. The firm serves both individuals and families as well as institutional clients, acting as a capital allocator that combines advisory services with insurance brokerage. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly engagements, and fixed fees. JDH is not positioned as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- US Government Bonds19%
- State & Local Bonds15%
- Cash & Cash Equivalents9%
- Exchange Traded Equities6%
Contacts
1 of 1
Matthew Delaney
Managing PartnerCRD 4691572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$152M in ETFs
13%
$19M
88%
$133M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $21.2M | 478,822 | 13.99% |
Location
Santa Rosa, CA
Sonoma
Location
Santa Rosa, CA
Headquartered in Santa Rosa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 181 Concourse Blvd
- Time zone
- PT (UTC-8)
- Office locations
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