JME WEALTH MANAGEMENT

JME WEALTH MANAGEMENT of RALEIGH, NC is an SEC-registered investment adviser (CRD 319491). Regulatory assets under management: $48.3M.

Registration

• CRD: 319491
• Type: Registered investment adviser
• Location: 4801 GLENWOOD AVE, RALEIGH, NC, 27612
• Phone: 703-776-9991
• Latest filing: 2026-05-21
• Regulatory AUM: $48.3M
• Discretionary AUM: $48.3M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 319491 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search