# JEWELL WEALTH MANAGEMENT INC.

JEWELL WEALTH MANAGEMENT INC. is an SEC-registered investment adviser.

## Registration

- CRD: 304259
- Type: SEC-registered investment adviser
- Phone: (949) 285-7462
- Latest filing: 2026-03-27
- Regulatory AUM: $11.9M
- Discretionary AUM: $11.9M
- Clients: 1
- Accounts: 54

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304259/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304259/similar
- Related entities: https://search.stillhousedata.com/firm/304259/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304259

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.