JACKSONVILLE, FLCRD 309312Latest ADV February 24, 2026
Jacksonville Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 24, 2026, reports $534M in regulatory assets under management, 13 employees, 1 office, and 2,095 accounts.
Assets Under Management
$534M
Employees
13
Offices
1 office
Total Clients
1,034
Primary office
JACKSONVILLE, FL
8075 GATE PARKWAY WEST, SUITE #101, JACKSONVILLE, FL, 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 segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
517
2
Individuals
48.6%
503
3
Corporations
1.4%
14
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$534Mas of February 24, 2026
Discretionary100.0%
$534M
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.
Total AUM$534M
Total Accounts2,095
10Y AUM Change+$534M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee80:1
10Y Employee Change+9 (+225.0%)
* 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.