Jewell Wealth Management Inc.
RIASEC Registered
Total AUM
$11.9M
Discretionary
$11.9M
100% of AUM
Avg account
$220K
Accounts
54
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 304259
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals81.87%
- HNWI18.13%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Jewell Wealth Management Inc. is a small, privately owned corporate advisory firm focused on individual and family clients. The firm charges fees as a percentage of assets under management and offers portfolio management for individuals and small businesses, along with selection-of-other-advisers services. It characterizes itself as a capital allocator but is not an active ESG investor and is not registered as a 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 Funds100%
Contacts
1 of 1Daniel Jewell
President, CCOCRD 2277642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Lifelong Wealth Strategies, LLC
RIAAUM $11.9MREPS 1
Pelican Wealth Management
RIAMonroe, LA
AUM $11.9MTEAM 1REPS 1
Value Trend Capital Management LP
RIAEl Cajon, CA
AUM $11.9MTEAM 1REPS 2
Animus Wealth Management, LLC
RIAMcallen, TX
AUM $11.9MTEAM 2REPS 1
Carlisle Financial Group, LLC
RIAAUM $11.9MTEAM 1REPS 1
Szafran Capital Management, LLC
RIAAUM $11.9MTEAM 1REPS 1