JADIM WEALTH MANAGEMENT, LLC

JADIM WEALTH MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 165415). Regulatory assets under management: $25.9M.

Registration

• CRD: 165415
• Type: Registered investment adviser
• Location: 867 BOYLSTON ST, BOSTON, MA, 02116
• Phone: 323 405-8868
• Latest filing: 2026-03-27
• Regulatory AUM: $25.9M
• Discretionary AUM: $24.5M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search