A
CRD: 330120
Acme Jack Wealth Management
Hudson, OH
3309091044
$178.0M Total AUM
$178.0M Disc. AUM
-- 3Y CAGR
3 Employees
73 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Legacy pathway
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
-- Hudson OH
About Acme Jack Wealth Management
Acme Jack Wealth Management is a Hudson-based RIA. The firm has been operating for 2 years. Managing $178.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$178.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Timber frontier Unison Vertex Alpha Element prime
Client Personas
Vital
CRM
Beacon wave
Investment Themes
Focus
Investment Vehicles
Meridian Ember
Services
Meridian summit Quantum Zenith Bridge Signal Alpha quantum
Technology
Ember
Owner & Executives
W
WELLBORN JACK III
Chief Executive Officer, Managing Member, President
- CRD
- #3252242
- Ownership
- 75% or more
(395) 749-8998
ember.unison@timbercapital.com
in linkedin.com/in/harbor-harbor
J
JOHN JOSEPH DONOHUE
Chief Compliance Officer
- CRD
- #1552418
- Ownership
- Less than 5%
(694) 238-8190
ember.focus@atlascapital.com
in linkedin.com/in/optima-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,000,000 | $607,509 |
| Non-Discretionary | $0 | -- |
| Total | $178,000,000 | $607,509 |
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Separately Managed Accounts
Total SMA Asset: $178,000,000
U.S. Government/Agency:
12.0% Equity - OTC:
19.5% Equity - Exchange:
28.0% Cash:
18.1% Corporate - Investment Grade:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $524,702,295 | 12.0% |
| Equity - OTC | $852,641,230 | 19.5% |
| Equity - Exchange | $1,224,305,356 | 28.0% |
| Cash | $791,425,962 | 18.1% |
| Corporate - Investment Grade | $979,444,284 | 22.4% |
| Total | $4,372,519,127 | 100.0% |