Firm profile

ACME JACK WEALTH MANAGEMENT

CRD 330120Latest ADV March 25, 2026

Acme Jack Wealth Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $178M in regulatory assets under management, 3 employees, and 293 accounts.

Assets Under Management
$178M
Employees
3
Offices
--
Total Clients
73
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(330) 909-1044
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOWellborn Jack
CCODan P. Lonergan

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

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

Client Coverage Demographics

Top client segmentIndividuals represent 54.8% of total clients.
Top client categories% of clientsClients
1
Individuals
54.8%
40
2
HNWI
45.2%
33

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$178Mas of March 25, 2026
Discretionary100.0%
$178M
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$178M
Total Accounts293
10Y AUM Change+$178M

Employee Growth by Quarter

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

Total Employees3
Clients per Employee24:1
10Y Employee Change+2 (+200.0%)

* 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.