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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELANEY, MATTHEW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| DELANEY, MATTHEW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, TIMOTHY, JAMES | I | MEMBER | D | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| DELANEY, TIMOTHY, JAMES | I | MANAGING MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| HUMES, CECIL, GEORGE | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| JONES, RALPH, JOHN | I | MEMBER | C | Control |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| JONES, RALPH, JOHN | I | MEMBER | B | |
| DELANEY, MATTHEW, JAMES | I | MEMBER, CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (3)
CA ID TX
Address
181 CONCOURSE BOULEVARDSUITE A
SANTA ROSA, CA 95403
United States
Phone: (707) 542-1110