JRS WEALTH MANAGEMENT LLC

JRS WEALTH MANAGEMENT LLC of SOUTH JORDAN, UT is an SEC-registered investment adviser (CRD 306294). Regulatory assets under management: $135.0M.

Registration

• CRD: 306294
• SEC file number: 801-135617
• Type: Registered investment adviser
• Location: 10808 SOUTH RIVERFRONT PARKWAY, SUITE 351, SOUTH JORDAN, UT, 84095
• Phone: (801) 987-3973
• Latest filing: 2026-02-19
• Regulatory AUM: $135.0M
• Discretionary AUM: $130.0M
• Non-discretionary AUM: $5.0M
• Clients: 5
• Accounts: 1,002

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306294 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search