JEWELL WEALTH MANAGEMENT INC.

JEWELL WEALTH MANAGEMENT INC. is an SEC-registered investment adviser (CRD 304259). Regulatory assets under management: $11.9M.

Registration

• CRD: 304259
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search