|
⚲
|
| JB Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 328441 |
| SEC # | 801-128956 |
| CIK # | |
| AUM | $11.2 MM (2024-08-05) |
| Employees | 14 (14% Investors, 0% Brokers) |
| Phone | 615-560-8268 |
| Address | 11 Willow St Nashville, TN 37210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 11.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 11.2 |
| By Discretionary | ||
| Discretionary | 67 | 11.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 11.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.2 | |
| Total | 67 | 11.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MCA Cross Border Advisors Inc
✚
|
0.0 | |
|
SNC Wealth Management LLC
✚
|
NJ | 0.0 |
|
Principled Advisors Inc
✚
|
FL | 0.0 |
|
Portfolio Thinktank
✚
|
CO | 0.0 |
|
St Bernard Asset Management Inc
✚
|
AR | 0.0 |
|
Supreme Alliance LLC
✚
|
NC | 0.0 |
|
Cleveralpha Asset Management LLC
✚
|
CA | 0.0 |
|
Christensen Group Financial LLC
✚
|
MN | 0.0 |
|
CIG Fund LLC
✚
|
MI | 0.0 |
|
Rise Vest Investments LLC
✚
|
SC | 0.0 |