Firm profile

GILLILAND JETER WEALTH MANAGEMENT, LLC

LITTLE ROCK, ARCRD 324403Latest ADV February 27, 2026

Gilliland Jeter Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated February 27, 2026, reports $569M in regulatory assets under management, 4 employees, 1 office, and 836 accounts.

Assets Under Management
$569M
Employees
4
Offices
1 office
Total Clients
297
Primary office
LITTLE ROCK, AR
5619 R STREET, LITTLE ROCK, AR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPatricia R. France

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
236
2
HNWI
18.5%
55
3
Corporations
2.0%
6
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$569Mas of February 27, 2026
Discretionary90.4%
$515M
90% of total RAUM90.4%
Non-discretionary9.6%
$54M
10% of total RAUM9.6%
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$569M
Total Accounts836
10Y AUM Change+$569M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee74:1
10Y Employee Change0 (0.0%)

* 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.