JORDAN WEALTH MANAGEMENT

JORDAN WEALTH MANAGEMENT of POCATELLO, ID is an SEC-registered investment adviser (CRD 115588). Regulatory assets under management: $72.7M.

Registration

• CRD: 115588
• Type: Registered investment adviser
• Location: 109 NORTH ARTHUR, SUITE 400, POCATELLO, ID, 83204
• Phone: 208-232-5471
• Latest filing: 2026-03-26
• Regulatory AUM: $72.7M
• Discretionary AUM: $72.7M
• Clients: 4
• Accounts: 644

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search