# JACOBUS WEALTH MANAGEMENT INC

JACOBUS WEALTH MANAGEMENT INC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 106777
- Type: SEC-registered investment adviser
- SEC file number: 801-51444
- Location: 2323 N.MAYFAIR ROAD,SUITE 240, MILWAUKEE, WI, 53226-1506
- Phone: 414-475-6565
- Latest filing: 2017-06-26
- Regulatory AUM: $791.4M
- Discretionary AUM: $690.6M
- Non-discretionary AUM: $100.8M
- Clients: 14
- Accounts: 1,104

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| JACOBUS RICHARD GODFREY | CEO, DIRECTOR, CHAIRMAN; DIRECTOR, CHAIRMAN EMERITUS, TREASURER; DIRECTOR, CHAIRMAN, TREASURER (+1 more) | — |
| JENSEN WILLIAM KENNETH | DIRECTOR; DIRECTOR, VICE CHAIRMAN | — |
| WILSON NICHOLAS CASSARD | DIRECTOR, MANAGING DIRECTOR; DIRECTOR, VICE CHAIRMAN | — |
| WELLS BARBARA JACOBUS | DIRECTOR, SECRETARY; VICE PRESIDENT/SECRETARY, DIRECTOR | — |
| ENLOE JULIE ANN | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| EVASON KENNETH LYLE | PRESIDENT/CEO; PRESIDENT/CEO/DIRECTOR; PRESIDENT/CIO/DIRECTOR (+1 more) | — |
| LAPOINTE ROBERT RICHARD | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; VICE PRESIDENT | — |
| GEHLHAART JOHN ROBERT | VICE PRESIDENT WEALTH ADVISORY | — |
| BACH PETER J | CHAIRMAN, DIRECTOR; DIRECTOR; DIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| JENSEN BRIAN WILLIAM | TREAS./DIRECTOR, VICE CHAIRMAN | — |
| POWELL SCOTT RAY | VICE PRESIDENT | — |
| WILSON NICHOLAS CASSARO | PRESIDENT/DIRECTOR | — |
| MEILINGER THOMAS | SR. VICE PRESIDENT | — |
| WELLS BARBARA J | VICE PRESIDENT/SECRETARY, DIRECTOR | — |
| ENLOE JULIE | VICE PRESIDENT | — |
| MATOLA DANIEL JOSEPH | CHIEF INVESTMENT OFFICER; DIRECTOR, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (+2 more) | — |
| FRITZ M DALE | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTOR; EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| MEILINGER THOMAS EDWARD | SR. VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106777/similar
- Related entities: https://search.stillhousedata.com/firm/106777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.