JDV Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169628
- Website
- jdvwealthadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JDV Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Fee arrangements listed include a percentage of assets under management plus hourly and fixed-fee engagements. Filings characterize the adviser as primarily non-discretionary and not positioned as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not a multistate adviser; it also maintains an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
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 Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Joseph Venegas
Chief Compliance OfficerCRD 5007892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations