# Jadim Wealth Management, LLC

> Jadim Wealth Management, LLC is a state-registered investment advisory firm in Boston, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 165415
- Filed as: JADIM WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165415
- AdvisorCensus page: https://advisorcensus.com/firm/jadim-wealth-management-llc-boston-ma-165415

## Quick answers

**How is Jadim Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jadim Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Jadim Wealth Management, LLC located?**
Jadim Wealth Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Jadim Wealth Management, LLC registered with the SEC or a state?**
Jadim Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165415.

**How much does Jadim Wealth Management, LLC manage?**
Jadim Wealth Management, LLC reports $25,942,575 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (94% discretionary).

**What types of clients does Jadim Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Jadim Wealth Management, LLC 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/165415

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,942,575
- Discretionary: $24,477,756
- Non-discretionary: $1,464,819

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $5,237,347 |
| High net worth individuals | 11 | $20,400,195 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $305,033 |

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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, MA, NH, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jadim Wealth Management, LLC (CRD 165415): Form ADV filing data as of October 2026.