# Best Financial Life

> Best Financial Life is a state-registered investment advisory firm in Melbourne Beach, FL, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 221526
- Filed as: BEST FINANCIAL LIFE
- Legal name: JWM Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Melbourne Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/221526
- AdvisorCensus page: https://advisorcensus.com/firm/best-financial-life-melbourne-beach-fl-221526

## Quick answers

**How is Best Financial Life compensated?**
On its Form ADV (Item 5.E, October 2026), Best Financial Life reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Best Financial Life located?**
Best Financial Life's principal office is in Melbourne Beach, FL, according to its Form ADV.

**Is Best Financial Life registered with the SEC or a state?**
Best Financial Life is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 221526.

**How much does Best Financial Life manage?**
Best Financial Life reports $36,800,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Best Financial Life serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (10); charitable organizations (1).

**Does Best Financial Life report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/221526

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,800,000
- Discretionary: $36,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,700,000 |
| High net worth individuals | 18 | $32,700,000 |
| Charitable organizations | 1 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bestfinlife.com
- jwmwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Best Financial Life (CRD 221526): Form ADV filing data as of October 2026.