JLE WEALTH MANAGEMENT, LLC

JLE WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 167171). Regulatory assets under management: $4.9M.

Registration

• CRD: 167171
• Type: Registered investment adviser
• Location: 10620 TREENA ST., SAN DIEGO, CA, 92131
• Phone: 858-935-6041
• Latest filing: 2026-07-28
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Non-discretionary AUM: $3K
• Clients: 1
• Accounts: 36

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 167171 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search