JDV WEALTH ADVISORS, LLC

JDV WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 169628). Regulatory assets under management: $6.1M.

Registration

• CRD: 169628
• Type: Registered investment adviser
• Phone: 810-820-7436
• Latest filing: 2026-03-11
• Regulatory AUM: $6.1M
• Non-discretionary AUM: $6.1M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 169628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search