SOUTH JORDAN, UTCRD 306294Latest ADV February 19, 2026
Jrs Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Jordan, UT. Its latest Form ADV filing, dated February 19, 2026, reports $135M in regulatory assets under management, 5 employees, 1 office, and 1,002 accounts.
Assets Under Management
$135M
Employees
5
Offices
1 office
Total Clients
348
Primary office
SOUTH JORDAN, UT
10808 SOUTH RIVERFRONT PARKWAY, SUITE 351, SOUTH JORDAN, UT, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
258
2
HNWI
23.0%
80
3
Corporations
2.9%
10
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 19, 2026
Discretionary96.3%
$130M
96% of total RAUM96.3%
Non-discretionary3.7%
$5M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts1,002
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee70:1
10Y Employee Change—
* 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.