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| JCM Strategic Wealth Partners LLC
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|
|---|---|
| CRD # | 315220 |
| SEC # | 801-132269 |
| CIK # | |
| AUM | $152.4 M (2026-01-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 317-735-9202 |
| Address | 4022 E Southport Road Indianapolis, IN 46237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 42.5 |
| (b) Individuals (high net worth individuals) | 85 | 85.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 445 | 14.9 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 1.6 |
| (n) Other | 26 | 6.4 |
| Total | 1,262 | 152.4 |
| By Discretionary | ||
| Discretionary | 1,250 | 151.6 |
| Non-Discretionary | 12 | 0.9 |
| Total | 1,262 | 152.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.4 | |
| Total | 1,262 | 152.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
STW Associates
✚
|
0.2 | |
|
Blue Point Financial Inc
✚
|
ME | 0.2 |
|
Garner Financial Management Inc
✚
|
CA | 0.2 |
|
Balanz Advisors LLC
✚
|
FL | 0.2 |
|
Troutman Wealth Management LLC
✚
|
PA | 0.2 |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.2 |
|
Wellspring Advisors Inc
✚
|
OR | 0.2 |
|
Dimensions Wealth Management LLC
✚
|
CA | 0.2 |
|
van der Noord Financial Advisors Inc
✚
|
SC | 0.2 |
|
Terra Wealth Management LLC
✚
|
NC | 0.2 |