JDH WEALTH MANAGEMENT, LLC
CRD #112474 SEC #801-96201 SANTA ROSA, CA (707) 542-1110
SEC Registered
Total AUM
$483.1M
Discretionary
$483.1M
Employees
2
Clients
101
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $483.1M | $483.1M | $0 | 2 | 0 |
| Mar 2024 | $323.4M | $323.4M | $0 | 2 | 1 |
| Mar 2023 | $286M | $286M | $0 | 3 | 1 |
| Mar 2023 | $286M | $286M | $0 | 3 | 1 |
| Feb 2022 | $305.2M | $305.2M | $0 | 3 | 1 |
| May 2021 | $227.1M | $227.1M | $0 | 5 | 1 |
| Mar 2021 | $227.1M | $227.1M | $0 | 5 | 1 |
| Jun 2020 | $210.4M | $210.4M | $0 | 5 | 1 |
| Feb 2020 | $210.4M | $210.4M | $0 | 5 | 1 |
| Mar 2019 | $173.2M | $173.2M | $0 | 5 | 2 |
| Aug 2018 | $175.5M | $175.5M | $0 | 5 | 0 |
| Mar 2018 | $175.5M | $175.5M | $0 | 5 | 0 |
| Jun 2017 | $146.3M | $146.2M | $36.2K | 5 | 100 |
| Feb 2017 | $146.3M | $146.2M | $36.2K | 5 | 100 |
| Jul 2016 | $110.4M | $110.4M | $0 | 5 | 100 |
| Apr 2016 | $110.4M | $110.4M | $0 | 5 | 100 |
| Jan 2016 | $110.4M | $110.4M | $0 | 5 | 100 |
| Jun 2015 | $110.8M | $110.8M | $0 | 5 | 100 |
| Jun 2015 | $110.8M | $110.8M | $0 | 5 | 100 |
| Apr 2015 | $110.8M | $110.8M | $0 | 5 | 100 |
| May 2012 | $71.6M | $71.6M | $0 | 1 | 26 |
| Apr 2012 | $71.6M | $71.6M | $0 | 1 | 26 |
| Mar 2012 | $71.6M | $71.6M | $0 | 1 | 26 |
| Sep 2010 | $64.5M | $64.5M | $0 | 5 | -- |
| Mar 2010 | $64.5M | $64.5M | $0 | 5 | -- |
| Sep 2008 | $69M | $69M | $0 | 5 | -- |
| Mar 2008 | $69M | $69M | $0 | 5 | -- |
| Mar 2008 | $69M | $69M | $0 | 5 | -- |
| Sep 2007 | $62.6M | $62.6M | $0 | 5 | -- |
| Mar 2007 | $62.6M | $62.6M | $0 | 5 | -- |
| Mar 2006 | $46.9M | $46.9M | $0 | 5 | -- |
| Apr 2004 | $25.7M | $25.7M | $0 | 5 | -- |
DateFeb 2025
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients1
DateMar 2023
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients1
DateFeb 2022
Total AUM$305.2M
Discretionary$305.2M
Non-Disc.$0
Employees3
Clients1
DateMay 2021
Total AUM$227.1M
Discretionary$227.1M
Non-Disc.$0
Employees5
Clients1
DateMar 2021
Total AUM$227.1M
Discretionary$227.1M
Non-Disc.$0
Employees5
Clients1
DateJun 2020
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees5
Clients1
DateFeb 2020
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees5
Clients2
DateAug 2018
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$146.3M
Discretionary$146.2M
Non-Disc.$36.2K
Employees5
Clients100
DateFeb 2017
Total AUM$146.3M
Discretionary$146.2M
Non-Disc.$36.2K
Employees5
Clients100
DateJul 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients100
DateApr 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients100
DateJan 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients100
DateJun 2015
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees5
Clients100
DateJun 2015
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees5
Clients100
DateApr 2015
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees5
Clients100
DateMay 2012
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees1
Clients26
DateSep 2010
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees5
Clients--