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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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- 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. Services offered include Asset Management, Portfolio Construction.
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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CRM
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Services
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Technology
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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% |