JACOBUS WEALTH MANAGEMENT INC

MILWAUKEE, Wisconsin·7 registered advisors·CRD# 106777
SEC# 801-51444414-475-6565
01

Firm Overview

AUM
$791M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at JACOBUS WEALTH MANAGEMENT INC

7 registered advisors
Barbara Jacobus Wells
MILWAUKEE, Wisconsin
Daniel Joseph Matola
MILWAUKEE, Wisconsin
M. Dale Fritz
MILWAUKEE, Wisconsin
Nicholas Cassard Wilson
MILWAUKEE, Wisconsin
Peter J Bach
MILWAUKEE, Wisconsin
Richard Godfrey Jacobus
MILWAUKEE, Wisconsin
Robert Richard Lapointe
MILWAUKEE, Wisconsin
05

Office Locations

MILWAUKEE, Wisconsin
7 advisors

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Data sourced from SEC Form ADV filings. JACOBUS WEALTH MANAGEMENT INC (CRD# 106777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.