# J.A. Lawrence Wealth Management

> J.A. Lawrence Wealth Management is a state-registered investment advisory firm in Flagstaff, AZ, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 309849
- Filed as: J.A. LAWRENCE WEALTH MANAGEMENT
- Legal name: J.A. Lawrence Wealth Management, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Flagstaff, AZ
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309849
- AdvisorCensus page: https://advisorcensus.com/firm/j-a-lawrence-wealth-management-flagstaff-az-309849

## Quick answers

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

**Where is J.A. Lawrence Wealth Management located?**
J.A. Lawrence Wealth Management's principal office is in Flagstaff, AZ, according to its Form ADV.

**Is J.A. Lawrence Wealth Management registered with the SEC or a state?**
J.A. Lawrence Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 309849.

**How much does J.A. Lawrence Wealth Management manage?**
J.A. Lawrence Wealth Management reports $20,500,000 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**What types of clients does J.A. Lawrence Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (6).

**Does J.A. Lawrence 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309849

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,500,000
- Discretionary: $20,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $13,000,000 |
| High net worth individuals | 6 | $7,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jalawrence.net](https://jalawrence.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.A. Lawrence Wealth Management (CRD 309849): Form ADV filing data as of October 2026.