# JRS Wealth Management LLC

> JRS Wealth Management LLC is an SEC-registered investment advisory firm in South Jordan, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 306294
- Filed as: JRS WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306294
- AdvisorCensus page: https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294

## Quick answers

**How is JRS Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JRS Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does JRS Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Hourly rate: $250 an hour (standalone financial planning services); Flat fee: $300 to $10,000 (financial planning engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is JRS Wealth Management LLC located?**
JRS Wealth Management LLC's principal office is in South Jordan, UT, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is JRS Wealth Management LLC registered with the SEC or a state?**
JRS Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 306294.

**How much does JRS Wealth Management LLC manage?**
JRS Wealth Management LLC reports $135,000,000 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (96% discretionary).

**What types of clients does JRS Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (80); corporations or other businesses not listed above (10).

**Which custodians does JRS Wealth Management LLC use?**
JRS Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does JRS 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 SEC record: https://adviserinfo.sec.gov/firm/summary/306294

**Does JRS Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 19, 2026 says: "JRS Wealth generally does not impose a minimum relationship size."

**What changed in JRS Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Account minimum: None

> JRS Wealth generally does not impose a minimum relationship size.

- Hourly rate: $250 an hour (standalone financial planning services)

> JRS Wealth offers standalone financial planning services at a rate of $250 per hour or as a fixed project fee.

- Flat fee: $300 to $10,000 (financial planning engagement)

> Fixed fee engagements range from $300 to $10,000, based on the expected number of hours to complete the financial planning engagement scope at the Advisor’s hourly rate.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,000,000
- Discretionary: $130,000,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 258 | $60,000,000 |
| High net worth individuals | 80 | $60,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,000,000 |
| Corporations or other businesses not listed above | 10 | $10,000,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Orem, UT

### Websites listed on Form ADV (Item 1.I)
- jrswealthadvisors.com
- sfgclient.blogspot.com
- sfgclient.com
- Facebook @segelkefinancialgroup
- Instagram @segelkefinancialgroup
- LinkedIn @segelke-financial-group
- X @segelke_fg
- YouTube @segelkefinancial

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JRS Wealth Management LLC (CRD 306294): Form ADV filing data as of October 2026.