JOLLEY WEALTH MANAGEMENT, LLC

JOLLEY WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 334209). Regulatory assets under management: $1.6M.

Registration

• CRD: 334209
• Type: Registered investment adviser
• Location: 9375 E. SHEA BLVD., SCOTTSDALE, AZ, 85260
• Phone: 480-661-7600
• Latest filing: 2026-03-19
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334209 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search