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| JDH Wealth Management LLC
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|---|---|
| CRD # | 112474 |
| SEC # | 801-96201 |
| CIK # | 0002022512 |
| AUM | 494.9 M (2026-04-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 707-542-1110 |
| Address | 181 Concourse Boulevard Santa Rosa, CA 95403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.1 | ||
| Apple Inc | 1.6 | ||
| Microsoft Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 28.4 |
| (b) Individuals (high net worth individuals) | 73 | 454.4 |
| (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 | 4 | 3.8 |
| (h) Charitable organizations | 5 | 8.3 |
| (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 | 392 | 494.9 |
| By Discretionary | ||
| Discretionary | 392 | 494.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 392 | 494.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.9 | |
| Total | 392 | 494.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022512] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rench Wealth Management Inc
✚
|
TX | 495.9 M |
|
Monarch Capital Management Inc
✚
|
IN | 495.7 M |
|
Klosters Capital LLC
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|
FL | 495.6 M |
|
Cherrydale Wealth Management LLC
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|
NJ | 495.5 M |
|
Portfolio Advisory Council LLC
✚
|
TX | 494.9 M |
|
Greystone Financial Group LLC
✚
|
MI | 494.9 M |
|
Sterling Wealth Management Inc
✚
|
IL | 494.6 M |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 494.6 M |
|
Balanced Wealth Group LLC
✚
|
OH | 494.1 M |
|
Busey Capital Management Inc
✚
|
IL | 493.8 M |