# JQL Wealth

> 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.

- CRD: 340496
- Filed as: JQL WEALTH
- Legal name: JQL Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340496
- AdvisorCensus page: https://advisorcensus.com/firm/jql-wealth-pittsford-ny-340496

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $44,850,000
- Discretionary: $44,850,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $9,150,000 |
| High net worth individuals | 9 | $35,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JQL Wealth (CRD 340496): Form ADV filing data as of October 2026.