AdvisorCensus / Financial advisors / New York / Rochester / JQL Wealth
JQL Wealth
Filed as JQL WEALTH · Legal name JQL Wealth LLC
JQL Wealth is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.
Quick answers
From the filingHow is JQL Wealth compensated?
On its Form ADV (Item 5.E, October 2026), JQL Wealth reports these compensation arrangements: a percentage of assets under its management.
Where is JQL Wealth located?
JQL Wealth's principal office is in Pittsford, NY, according to its Form ADV.
Is JQL Wealth registered with the SEC or a state?
JQL Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340496.
How much does JQL Wealth manage?
JQL Wealth reports $44,850,000 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).
What types of clients does JQL Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (9).
Does JQL Wealth 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/340496
Does JQL Wealth state an account minimum?
Its Form ADV Part 2A brochure dated August 3, 2026 says: "Our minimum account size requirement is $100,000 to open or maintain an account under our management. JQL may reduce or waive the minimum account size requirement on a case-by-case basis."
What changed in JQL Wealth's recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $0 to $44,850,000.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our minimum account size requirement is $100,000 to open or maintain an account under our management. JQL may reduce or waive the minimum account size requirement on a case-by-case basis.
As stated in the firm's Form ADV Part 2A brochure dated August 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$44,850,000 as of October 2026, filing dated August 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- JQL Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Regulatory assets under management went from $0 to $44,850,000.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. JQL Wealth (CRD 340496): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jql-wealth-pittsford-ny-340496