# JLE Wealth Management, LLC

> JLE Wealth Management, LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 167171
- Filed as: JLE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167171
- AdvisorCensus page: https://advisorcensus.com/firm/jle-wealth-management-llc-san-diego-ca-167171

## Quick answers

**How is JLE Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JLE Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JLE Wealth Management, LLC located?**
JLE Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is JLE Wealth Management, LLC registered with the SEC or a state?**
JLE Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 167171.

**How much does JLE Wealth Management, LLC manage?**
JLE Wealth Management, LLC reports $4,920,634 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**What types of clients does JLE Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (6).

**Does JLE 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/167171

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,920,634
- Discretionary: $4,917,924
- Non-discretionary: $2,710

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,690,624 |
| High net worth individuals | 6 | $3,230,010 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JLE Wealth Management, LLC (CRD 167171): Form ADV filing data as of October 2026.