{
  "crd_number": 330120,
  "slug": "acme-jack-wealth-management-330120",
  "primary_business_name": "ACME JACK WEALTH MANAGEMENT",
  "legal_name": "ACME JACK INVESTMENTS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-12",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 178000000.0,
  "raum_discretionary": 178000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9500100.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 168499900.0,
      "count": 33
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "OH",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330120",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/acme-jack-wealth-management-330120",
  "display_name": "Acme Jack Wealth Management",
  "summary": "Acme Jack Wealth Management is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Acme Jack Wealth Management (CRD 330120): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Acme Jack Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Acme Jack Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Acme Jack Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated June 16, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Acme Jack Wealth Management registered with the SEC or a state?",
      "a": "Acme Jack Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330120."
    },
    {
      "q": "How much does Acme Jack Wealth Management manage?",
      "a": "Acme Jack Wealth Management reports $178,000,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Acme Jack Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Acme Jack Wealth Management: Regulatory assets under management: $173,133,717 in the October 2024 data and $178,000,000 in the October 2026 data, up 3%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Acme Jack Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (33)."
    },
    {
      "q": "Does Acme Jack Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330120"
    },
    {
      "q": "What changed in Acme Jack Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 173133717.0,
      "total_employees": 3,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 181131115.0,
      "total_employees": 3,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 178000000.0,
      "total_employees": 3,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our firm may charge clients a fee up to 1.5% annually for portfolio management.",
          "Under certain circumstances we may charge a negotiated fee based on the portfolio being managed and the scope of the relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our firm may charge clients a fee up to 1.5% annually for portfolio management.",
      "Under certain circumstances we may charge a negotiated fee based on the portfolio being managed and the scope of the relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/acme-jack-wealth-management-330120.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 9500100.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 168499900.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330120",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}