{ "crd_number": 304253, "slug": "jehm-wealth-and-retirement-llc-simpsonville-sc-304253", "primary_business_name": "JEHM WEALTH & RETIREMENT, LLC", "legal_name": "JEHM WEALTH & RETIREMENT, LLC", "dbas": [], "city": "Simpsonville", "state": "SC", "country": "United States", "cbsa_code": "24860", "metro": { "cbsa_code": "24860", "common_name": "Greenville", "msa_name": "Greenville-Anderson-Greer, SC", "path": "/advisors/sc/greenville" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2019-08-09", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-08-13", "carried_forward": false, "raum_total": 65126659.0, "raum_discretionary": 65126659.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 7, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 34842686.0, "count": 105 }, "pension_profit_sharing": { "raum": 683745.0, "count": 2, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 29600228.0, "count": 11 } }, "compensation_types": [ "commissions", "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "FL", "SC" ], "websites": [ "https://facebook.com/JEHMWEALTH", "https://instagram.com/jehmwealthandretirement", "https://jehmwealth.com", "https://linkedin.com/company/jehmwealth", "https://twitter.com/JEHMWealth", "https://youtube.com/channel/UC1Jz6Aotb2q-rr-eTtuGoaw" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304253", "disclosure_items": [ { "item": "11.D(1)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "SIMPSONVILLE", "url": "https://advisorcensus.com/firm/jehm-wealth-and-retirement-llc-simpsonville-sc-304253", "display_name": "Jehm Wealth & Retirement, LLC", "summary": "Jehm Wealth & Retirement, LLC is a state-registered investment advisory firm in Simpsonville, SC, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.", "citation": "AdvisorCensus. Jehm Wealth & Retirement, LLC (CRD 304253): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Commissions" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Jehm Wealth & Retirement, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Jehm Wealth & Retirement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions." }, { "q": "Where is Jehm Wealth & Retirement, LLC located?", "a": "Jehm Wealth & Retirement, LLC's principal office is in Simpsonville, SC, according to its Form ADV." }, { "q": "Is Jehm Wealth & Retirement, LLC registered with the SEC or a state?", "a": "Jehm Wealth & Retirement, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304253." }, { "q": "How much does Jehm Wealth & Retirement, LLC manage?", "a": "Jehm Wealth & Retirement, LLC reports $65,126,659 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)." }, { "q": "What types of clients does Jehm Wealth & Retirement, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (2)." }, { "q": "Does Jehm Wealth & Retirement, LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304253" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/jehm-wealth-and-retirement-llc-simpsonville-sc-304253.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 105, "fewer_than_5": false, "raum": 34842686.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 11, "fewer_than_5": false, "raum": 29600228.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 2, "fewer_than_5": true, "raum": 683745.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304253", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }