# Jolley Wealth Management, LLC

> Jolley Wealth Management, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 334209
- Filed as: JOLLEY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334209
- AdvisorCensus page: https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209

## Quick answers

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

**Where is Jolley Wealth Management, LLC located?**
Jolley Wealth Management, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Jolley Wealth Management, LLC registered with the SEC or a state?**
Jolley Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334209.

**How much does Jolley Wealth Management, LLC manage?**
Jolley Wealth Management, LLC reports $1,600,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**Does Jolley 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/334209

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,600,000
- Discretionary: $1,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $100,000 |
| High net worth individuals | Fewer than 5 | $1,500,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jolleycpa.com](https://jolleycpa.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jolley Wealth Management, LLC (CRD 334209): Form ADV filing data as of October 2026.