# Webster Wealth Management

> Webster Wealth Management is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 168347
- Filed as: WEBSTER WEALTH MANAGEMENT
- Legal name: Jason Webster
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168347
- AdvisorCensus page: https://advisorcensus.com/firm/webster-wealth-management-168347

## Quick answers

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

**Is Webster Wealth Management registered with the SEC or a state?**
Webster Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 168347.

**How much does Webster Wealth Management manage?**
Webster Wealth Management reports $3,339,391 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Webster Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Webster Wealth Management 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/168347

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,339,391
- Discretionary: $3,339,391
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $389,872 |
| High net worth individuals | Fewer than 5 | $2,949,519 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Webster Wealth Management (CRD 168347): Form ADV filing data as of October 2026.