JMS CAPITAL GROUP WEALTH SERVICES, LLC

JMS CAPITAL GROUP WEALTH SERVICES, LLC of SEWICKLEY, PA is an SEC-registered investment adviser (CRD 281325). Regulatory assets under management: $174.0M.

Registration

• CRD: 281325
• SEC file number: 801-106661
• Type: Registered investment adviser
• Location: 417 THORN STREET, SUITE 300, SEWICKLEY, PA, 15143
• Phone: 412-415-1177
• Latest filing: 2026-03-27
• Regulatory AUM: $174.0M
• Discretionary AUM: $135.6M
• Non-discretionary AUM: $38.4M
• Clients: 4
• Accounts: 419

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 281325 on SEC IAPD (source of record)
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