JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD #281325 SEC #801-106661 SEWICKLEY, PA 412-415-1177
SEC Registered
Total AUM
$161.3M
Discretionary
$127.4M
Employees
4
Clients
10
Accounts
415
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $161.3M | $127.4M | $34M | 4 | 0 |
| Mar 2024 | $143.8M | $117.9M | $25.9M | 4 | 0 |
| Mar 2023 | $142M | $119.9M | $22.1M | 4 | 0 |
| Mar 2022 | $160.6M | $134.1M | $26.5M | 4 | 0 |
| May 2021 | $144.7M | $123M | $21.7M | 4 | 0 |
| May 2021 | $144.7M | $123M | $21.7M | 4 | 0 |
| Mar 2021 | $144.7M | $123M | $21.7M | 4 | 0 |
| Feb 2021 | $119M | $119M | $23.8K | 4 | 0 |
| Jun 2020 | $119M | $119M | $23.8K | 4 | 0 |
| Mar 2020 | $119M | $119M | $23.8K | 4 | 0 |
| Mar 2019 | $119.2M | $119.2M | $39.3K | 4 | 0 |
| Dec 2018 | $123.2M | $123.1M | $34.3K | 5 | 0 |
| Mar 2018 | $116.4M | $116.2M | $244.4K | 5 | 0 |
| Dec 2017 | $98.1M | $83.2M | $14.9M | 5 | 0 |
| Sep 2017 | $98.1M | $83.2M | $14.9M | 5 | 200 |
| Mar 2017 | $100.5M | $88.2M | $12.3M | 6 | 200 |
| Mar 2016 | $106.5M | $106.5M | $0 | 5 | 200 |
| Feb 2016 | $92M | $92M | $0 | 4 | 0 |
| Sep 2015 | $0 | $0 | $0 | 4 | 0 |
| Sep 2015 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$161.3M
Discretionary$127.4M
Non-Disc.$34M
Employees4
Clients0
DateMar 2024
Total AUM$143.8M
Discretionary$117.9M
Non-Disc.$25.9M
Employees4
Clients0
DateMar 2023
Total AUM$142M
Discretionary$119.9M
Non-Disc.$22.1M
Employees4
Clients0
DateMar 2022
Total AUM$160.6M
Discretionary$134.1M
Non-Disc.$26.5M
Employees4
Clients0
DateMay 2021
Total AUM$144.7M
Discretionary$123M
Non-Disc.$21.7M
Employees4
Clients0
DateMay 2021
Total AUM$144.7M
Discretionary$123M
Non-Disc.$21.7M
Employees4
Clients0
DateMar 2021
Total AUM$144.7M
Discretionary$123M
Non-Disc.$21.7M
Employees4
Clients0
DateFeb 2021
Total AUM$119M
Discretionary$119M
Non-Disc.$23.8K
Employees4
Clients0
DateJun 2020
Total AUM$119M
Discretionary$119M
Non-Disc.$23.8K
Employees4
Clients0
DateMar 2020
Total AUM$119M
Discretionary$119M
Non-Disc.$23.8K
Employees4
Clients0
DateMar 2019
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$39.3K
Employees4
Clients0
DateDec 2018
Total AUM$123.2M
Discretionary$123.1M
Non-Disc.$34.3K
Employees5
Clients0
DateMar 2018
Total AUM$116.4M
Discretionary$116.2M
Non-Disc.$244.4K
Employees5
Clients0
DateDec 2017
Total AUM$98.1M
Discretionary$83.2M
Non-Disc.$14.9M
Employees5
Clients0
DateSep 2017
Total AUM$98.1M
Discretionary$83.2M
Non-Disc.$14.9M
Employees5
Clients200
DateMar 2017
Total AUM$100.5M
Discretionary$88.2M
Non-Disc.$12.3M
Employees6
Clients200
DateMar 2016
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees5
Clients200
DateFeb 2016
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees4
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0