# Acme Jack Wealth Management

> 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.

- CRD: 330120
- Filed as: ACME JACK WEALTH MANAGEMENT
- Legal name: Acme Jack Investments, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330120
- AdvisorCensus page: https://advisorcensus.com/firm/acme-jack-wealth-management-330120

## Quick answers

**How is Acme Jack Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Acme Jack Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Acme Jack Wealth Management charge?**
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.

**Is Acme Jack Wealth Management registered with the SEC or a state?**
Acme Jack Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330120.

**How much does Acme Jack Wealth Management manage?**
Acme Jack Wealth Management reports $178,000,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have Acme Jack Wealth Management's assets and staff changed since 2024?**
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.

**What types of clients does Acme Jack Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (33).

**Does Acme Jack Wealth Management report any disciplinary disclosures?**
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

**What changed in Acme Jack Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $178,000,000
- Discretionary: $178,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $9,500,100 |
| High net worth individuals | 33 | $168,499,900 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $173,133,717 | 3 | August 13, 2024 |
| October 2025 | $181,131,115 | 3 | July 14, 2025 |
| October 2026 | $178,000,000 | 3 | June 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acme Jack Wealth Management (CRD 330120): Form ADV filing data as of October 2026.