# JDH Wealth Management, LLC

> JDH Wealth Management, LLC is an SEC-registered investment advisory firm in Santa Rosa, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 112474
- Filed as: JDH WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112474
- AdvisorCensus page: https://advisorcensus.com/firm/jdh-wealth-management-llc-santa-rosa-ca-112474

## Quick answers

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

**How much does JDH Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 14, 2026 states: Hourly rate: $300 an hour (Financial Planning Services); Flat fee: $6,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is JDH Wealth Management, LLC located?**
JDH Wealth Management, LLC's principal office is in Santa Rosa, CA, according to its Form ADV.

**Is JDH Wealth Management, LLC registered with the SEC or a state?**
JDH Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 112474.

**How much does JDH Wealth Management, LLC manage?**
JDH Wealth Management, LLC reports $494,918,850 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**How have JDH Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for JDH Wealth Management, LLC: Regulatory assets under management: $227,135,868 in the October 2021 data and $494,918,850 in the October 2026 data, up 118%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JDH Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (54); charitable organizations (5).

**Which custodians does JDH Wealth Management, LLC use?**
JDH Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does JDH 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 SEC record: https://adviserinfo.sec.gov/firm/summary/112474

**What changed in JDH Wealth Management, LLC's recent Form ADV filings?**
In the May 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 14, 2026)

- Hourly rate: $300 an hour (Financial Planning Services)

> A. On an hourly basis of $300 per hour depending on the nature and complexity of each client’s circumstances; or

- Flat fee: $6,000 (Financial Planning Services)

> B. As a fixed fee of $6,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $494,918,850
- Discretionary: $494,918,850
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $28,407,394 |
| High net worth individuals | 73 | $454,401,895 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,829,148 |
| Charitable organizations | 5 | $8,280,413 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [jdhwealth.com](https://jdhwealth.com)
- Facebook @JDHWEALTH
- LinkedIn @JDHWEALTH.COM
- X @JDHWEALTH.COM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $227,135,868 | 5 | May 3, 2021 |
| October 2022 | $305,218,644 | 3 | February 7, 2022 |
| October 2023 | $286,041,386 | 3 | March 28, 2023 |
| October 2024 | $323,442,958 | 2 | March 15, 2024 |
| October 2025 | $483,147,248 | 2 | February 25, 2025 |
| October 2026 | $494,918,850 | 2 | April 14, 2026 |

Regulatory assets under management: $227,135,868 in the October 2021 data and $494,918,850 in the October 2026 data, up 118%.
Total employees: 5 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

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

### January 2026
- No longer registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JDH Wealth Management, LLC (CRD 112474): Form ADV filing data as of October 2026.