# JMC Wealth

> JMC Wealth is a state-registered investment advisory firm in Chicago, IL, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 140984
- Filed as: JMC WEALTH
- Legal name: JMC Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140984
- AdvisorCensus page: https://advisorcensus.com/firm/jmc-wealth-chicago-il-140984

## Quick answers

**How is JMC Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), JMC Wealth reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is JMC Wealth located?**
JMC Wealth's principal office is in Chicago, IL, according to its Form ADV.

**Is JMC Wealth registered with the SEC or a state?**
JMC Wealth is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140984.

**Does JMC Wealth 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/140984

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JMC Wealth (CRD 140984): Form ADV filing data as of October 2026.