{
  "crd_number": 340496,
  "slug": "jql-wealth-pittsford-ny-340496",
  "primary_business_name": "JQL WEALTH",
  "legal_name": "JQL WEALTH LLC",
  "dbas": [],
  "city": "Pittsford",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "40380",
  "metro": {
    "cbsa_code": "40380",
    "common_name": "Rochester",
    "msa_name": "Rochester, NY",
    "path": "/advisors/ny/rochester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-09",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 44850000.0,
  "raum_discretionary": 44850000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9150000.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 35700000.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340496",
  "city_as_filed": "PITTSFORD",
  "url": "https://advisorcensus.com/firm/jql-wealth-pittsford-ny-340496",
  "display_name": "JQL Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. JQL Wealth (CRD 340496): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "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 JQL Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JQL Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is JQL Wealth located?",
      "a": "JQL Wealth's principal office is in Pittsford, NY, according to its Form ADV."
    },
    {
      "q": "Is JQL Wealth registered with the SEC or a state?",
      "a": "JQL Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340496."
    },
    {
      "q": "How much does JQL Wealth manage?",
      "a": "JQL Wealth reports $44,850,000 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does JQL Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (9)."
    },
    {
      "q": "Does JQL Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does JQL Wealth state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in JQL Wealth's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $0 to $44,850,000."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $44,850,000."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 3, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jql-wealth-pittsford-ny-340496.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 9150000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 35700000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/340496",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}