# JACKSONVILLE WEALTH MANAGEMENT, LLC

JACKSONVILLE WEALTH MANAGEMENT, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 309312
- Type: SEC-registered investment adviser
- SEC file number: 801-120427
- Location: 8075 GATE PARKWAY WEST, SUITE #101, JACKSONVILLE, FL, 32216
- Phone: 904-923-7526
- Latest filing: 2026-07-08
- Regulatory AUM: $533.5M
- Discretionary AUM: $533.5M
- Clients: 13
- Accounts: 2,095

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Martin Ciez | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CIEZ DANIEL MARTIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309312/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309312/similar
- Related entities: https://search.stillhousedata.com/firm/309312/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309312

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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.