RIA Intelligence

JACOBUS WEALTH MANAGEMENT INC

CRD #106777 SEC #801-51444 MILWAUKEE, WI 414-475-6565
SEC Registered
Total AUM
$791.4M
Discretionary
$690.6M
Employees
14
Clients
11
Accounts
1,104

Firm Details

Organization Type
Corporation
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BACH, PETER, JIDIRECTORNA
BACH, PETER, JIDIRECTORNA
BACH, PETER, JIDIRECTORNA
BACH, PETER, JICHAIRMAN, DIRECTORNA Control
BACH, PETER, JICHAIRMAN, DIRECTORNA Control
BACH, PETER, JICHAIRMAN, DIRECTORNA Control
BACH, PETER, JIDIRECTORNA Control
BACH, PETER, JICHAIRMAN, DIRECTORNA Control
BACH, PETER, JIDIRECTOR, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JICHAIRMAN, DIRECTORNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
BACH, PETER, JIDIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICERNA Control
ENLOE, JULIE, ANNISR. VICE PRESIDENTNA Control
ENLOE, JULIE, ANNISR. VICE PRESIDENTNA Control
ENLOE, JULIE, ANNISR. VICE PRESIDENTNA Control
ENLOE, JULIE, ANNISR. VICE PRESIDENTNA Control
ENLOE, JULIE, ANNIVICE PRESIDENTNA Control
ENLOE, JULIE, ANNIVICE PRESIDENTNA Control
FRITZ, M, DALEIEXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTORNA Control
FRITZ, M, DALEIEXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTORNA Control
FRITZ, M, DALEIEXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTORNA Control
FRITZ, M, DALEIEXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTORNA Control
FRITZ, M, DALEIEXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTORNA Control
FRITZ, M, DALEIEXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
FRITZ, M., DALEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
GEHLHAART, JOHN, ROBERTIVICE PRESIDENT WEALTH ADVISORYNA Control
JENSEN, WILLIAM, KENNETHIDIRECTOR, VICE CHAIRMANNA Control
JENSEN, WILLIAM, KENNETHIDIRECTOR, VICE CHAIRMANNA Control
JENSEN, WILLIAM, KENNETHIDIRECTOR, VICE CHAIRMANNA Control
JENSEN, WILLIAM, KENNETHIDIRECTORNA Control
JENSEN, WILLIAM, KENNETHIDIRECTOR, VICE CHAIRMANNA Control
JENSEN, WILLIAM, KENNETHIDIRECTOR, VICE CHAIRMANNA Control
JENSEN, WILLIAM, KENNETHIDIRECTOR, VICE CHAIRMANNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDIVICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
LAPOINTE, ROBERT, RICHARDICHIEF COMPLIANCE OFFICER, MANAGING DIRECTORNA Control
MATOLA, DANIEL, JOSEPHIVICE PRESIDENTNA
MATOLA, DANIEL, JOSEPHIVICE PRESIDENTNA
MATOLA, DANIEL, JOSEPHIVICE PRESIDENTNA
MATOLA, DANIEL, JOSEPHIVICE PRESIDENTNA
MATOLA, DANIEL, JOSEPHICHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHICHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIMANAGING DIRECTORNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHICHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIVICE PRESIDENTNA
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MATOLA, DANIEL, JOSEPHIDIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
MEILINGER, THOMAS, EDWARDISR. VICE PRESIDENTNA Control
POWELL, SCOTT, RAYIVICE PRESIDENTNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIVICE PRESIDENT/SECRETARY, DIRECTORNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WELLS, BARBARA, JACOBUSIDIRECTOR, SECRETARYNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, VICE CHAIRMANNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
WILSON, NICHOLAS, CASSARDIDIRECTOR, MANAGING DIRECTORNA Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, VICE CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, VICE CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, VICE CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, VICE CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, VICE CHAIRMAN, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
JACOBUS, RICHARD, GODFREYIDIRECTOR, CHAIRMAN EMERITUS, TREASURERE Control
EVASON, KENNETH, LYLEIPRESIDENT/CEO/DIRECTORB Control
EVASON, KENNETH, LYLEIPRESIDENT/CEO/DIRECTORB Control
EVASON, KENNETH, LYLEIPRESIDENT/CEO/DIRECTORB Control
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEIPRESIDENT/CEO/DIRECTORB Control
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEIPRESIDENT/CEOB Control
EVASON, KENNETH, LYLEIPRESIDENT/CEOB Control
EVASON, KENNETH, LYLEIPRESIDENT/CEOB Control
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEISHAREHOLDERB
EVASON, KENNETH, LYLEISHAREHOLDERB

Registrations

Federal

IA
Jun 26, 2017 REGISTERED

Notice Filings (6)

CA CO FL IL MN WI

Address

2323 N.MAYFAIR ROAD,SUITE 240
MILWAUKEE, WI 53226-1506
United States
Phone: 414-475-6565