JCM STRATEGIC WEALTH PARTNERS LLC
Legal name: WERNER FINANCIAL
CRD #315220 SEC #801-132269 INDIANAPOLIS, IN 317-735-9202
SEC Registered
Total AUM
$102.7M
Discretionary
$102.1M
Employees
3
Clients
251
Accounts
1,104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $102.7M | $102.1M | $610.3K | 3 | 0 |
| Apr 2025 | $102.7M | $102.1M | $610.3K | 3 | 0 |
| Mar 2025 | $102.7M | $102.1M | $610.3K | 3 | 0 |
| Feb 2025 | $102.7M | $102.1M | $610.3K | 3 | 0 |
DateOct 2025
Total AUM$102.7M
Discretionary$102.1M
Non-Disc.$610.3K
Employees3
Clients0
DateApr 2025
Total AUM$102.7M
Discretionary$102.1M
Non-Disc.$610.3K
Employees3
Clients0
DateMar 2025
Total AUM$102.7M
Discretionary$102.1M
Non-Disc.$610.3K
Employees3
Clients0
DateFeb 2025
Total AUM$102.7M
Discretionary$102.1M
Non-Disc.$610.3K
Employees3
Clients0