JCM STRATEGIC WEALTH PARTNERS LLC

JCM STRATEGIC WEALTH PARTNERS LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 315220). Regulatory assets under management: $152.4M.

Registration

• CRD: 315220
• SEC file number: 801-132269
• Type: Registered investment adviser
• Location: 4022 E SOUTHPORT ROAD, INDIANAPOLIS, IN, 46237
• Phone: 317-735-9202
• Latest filing: 2026-01-12
• Regulatory AUM: $152.4M
• Discretionary AUM: $151.6M
• Non-discretionary AUM: $874K
• Clients: 5
• Accounts: 1,262

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

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 315220 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search