Jdh Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Rosa, CA. Its latest Form ADV filing, dated April 14, 2026, reports $495M in regulatory assets under management, 2 employees, and 392 accounts.
Assets Under Management
$495M
Employees
2
Offices
--
Total Clients
136
Primary office
SANTA ROSA, CA
181 CONCOURSE BOULEVARD, SUITE A, SANTA ROSA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
73
2
Individuals
39.7%
54
3
Charitable
3.7%
5
4
Pension Plans
2.9%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$495Mas of April 14, 2026
Discretionary100.0%
$495M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$495M
Total Accounts392
10Y AUM Change+$349M (+238.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee68:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.