$533.5M Total AUM
$533.5M Disc. AUM
26.0% 3Y CAGR
13 Employees
1,034 ADV. Clients
5 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2021
- Office Locations
- 3
Office Locations
8075 Gate Parkway West Suite #101 Jacksonville FL
-- Brentwood TN
-- Nashville TN
About Jacksonville Wealth Management
Jacksonville Wealth Management provides comprehensive investment management and retirement planning for families, retirees, and business owners. The firm takes a holistic planning approach across Plan, Invest, Retire, and Endow, and highlights a defined client experience, including its “75 things we do” service framework. Custodied through LPL Financial; portfolios commonly use public funds and ETFs.
Team overview
41 AVG AGE
$133.4M AVG AUM / ADVISOR
$516.0K AVG AUM / CLIENT
3.7 yrs AVG TENURE
13 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DANIEL MARTIN CIEZ
Chief Compliance Officer, Managing Member
- CRD
- #2319210
- Ownership
- 75% or more
Available
Available
Available
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C
Ciara M Ciez
--
- CRD
- #8037290
Available
Available
Available
CHRISTOPHER DAVID COX
--
- CRD
- #6270217
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $533,539,848 | $254,673 |
| Non-Discretionary | $0 | -- |
| Total | $533,539,848 | $254,673 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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