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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JDH Wealth Management LLC
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|---|---|
| CRD # | 112474 |
| SEC # | 801-96201 |
| CIK # | 0002022512 |
| AUM | $483.1 M (2025-02-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 707-542-1110 |
| Address | 181 Concourse Boulevard Santa Rosa, CA 95403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.9 | ||
| Nvidia Corp | 1.9 | ||
| Microsoft Corp | 0.7 | ||
| Amazon Com Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 9.8 |
| (b) Individuals (high net worth individuals) | 108 | 462.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.8 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 483.1 |
| By Discretionary | ||
| Discretionary | 405 | 483.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 405 | 483.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.1 | |
| Total | 405 | 483.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022512] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accredited Investor Services LLC
✚
|
MN | 0.5 |
|
Curtis Advisory Group LLC
✚
|
CA | 0.5 |
|
Howard Bailey Securities LLC
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|
IN | 0.5 |
|
Delta Wealth Management
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|
0.5 | |
|
Twele Capital Management Inc
✚
|
MN | 0.5 |
|
HFM Investment Advisors Inc
✚
|
0.5 | |
|
Triumph Capital Management
✚
|
CO | 0.5 |
|
Marion Wealth Management LLC
✚
|
PA | 0.5 |
|
Aerie Advisory Group LLC
✚
|
WA | 0.5 |
|
Mayport LLC
✚
|
0.5 |