JACKSONVILLE WEALTH MANAGEMENT, LLC
Legal name: JACKSONVILLE WEALTH MANAGEMENT
CRD #309312 SEC #801-120427 JACKSONVILLE, FL 904-923-7526
SEC Registered
Total AUM
$434.6M
Discretionary
$434.6M
Employees
13
Clients
0
Accounts
1,841
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $434.6M | $434.6M | $0 | 13 | 0 |
| Feb 2025 | $434.6M | $434.6M | $0 | 13 | 0 |
| Aug 2024 | $340.2M | $340.2M | $0 | 10 | 0 |
| Apr 2024 | $340.2M | $340.2M | $0 | 10 | 0 |
| Jan 2024 | $340.2M | $340.2M | $0 | 10 | 0 |
| Feb 2023 | $267M | $267M | $0 | 10 | 0 |
| Nov 2022 | $308.8M | $308.8M | $0 | 9 | 0 |
| Apr 2022 | $308.8M | $308.8M | $0 | 9 | 0 |
| Feb 2022 | $308.8M | $308.8M | $0 | 9 | 0 |
| Oct 2021 | $254.3M | $254.3M | $0 | 12 | 0 |
| Jun 2021 | $254.3M | $254.3M | $0 | 10 | 0 |
| May 2021 | $254.3M | $254.3M | $0 | 10 | 0 |
| May 2021 | $254.3M | $254.3M | $0 | 10 | 0 |
| May 2021 | $254.3M | $254.3M | $0 | 10 | 0 |
| Apr 2021 | $0 | $0 | $0 | 10 | 0 |
| Feb 2021 | $0 | $0 | $0 | 4 | 0 |
| Feb 2021 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees13
Clients0
DateFeb 2025
Total AUM$434.6M
Discretionary$434.6M
Non-Disc.$0
Employees13
Clients0
DateAug 2024
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$308.8M
Discretionary$308.8M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$308.8M
Discretionary$308.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$308.8M
Discretionary$308.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees12
Clients0
DateJun 2021
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0