JRO WEALTH MANAGEMENT LLC

JRO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 330208). Regulatory assets under management: $7.7M.

Registration

• CRD: 330208
• Type: Registered investment adviser
• Phone: 858-224-3849
• Latest filing: 2026-05-11
• Regulatory AUM: $7.7M
• Discretionary AUM: $6.9M
• Non-discretionary AUM: $734K
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330208 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search