JDH WEALTH MANAGEMENT, LLC

SANTA ROSA, California·3 registered advisors·CRD# 112474

SEC# 801-962010(707) 542-1110

01

Firm Overview

AUM

$323M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at JDH WEALTH MANAGEMENT, LLC

3 registered advisors

Matthew James Delaney

SANTA ROSA, California

Ralph John Jones

SANTA ROSA, California

Timothy James Delaney

SANTA ROSA, California

05

Office Locations

SANTA ROSA, California

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Data sourced from SEC Form ADV filings. JDH WEALTH MANAGEMENT, LLC (CRD# 112474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.