JRO Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 330208
- Website
- jrowealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.85%
- Individuals23.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
JRO Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients and offers core advisory services that include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing model is a mix of asset-based fees, hourly charges and fixed fees. The adviser is not flagged as a capital allocator and does not register as a multi-state or pension consultant. It is not identified as an active ESG investor. The business appears to be oriented toward hands-on client relationships rather than institutional or large-family-office mandates.
Assets & Accounts
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 Funds88%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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