JEHM WEALTH & RETIREMENT, LLC

JEHM WEALTH & RETIREMENT, LLC of SIMPSONVILLE, SC is an SEC-registered investment adviser (CRD 304253). Regulatory assets under management: $65.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 304253
• Type: Registered investment adviser
• Location: 117 WOODRUFF PLACE CIRCLE, SUITE A, SIMPSONVILLE, SC, 29681
• Phone: 864-527-0482
• Latest filing: 2026-07-24
• Regulatory AUM: $65.1M
• Discretionary AUM: $65.1M
• Clients: 6
• Accounts: 195

Business model

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

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search