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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-08-2022
- Office Locations
- 1
Office Locations
About Jacobs Wealth Management, LLC
Jacobs Wealth Management is an independent RIA providing holistic financial planning and ongoing investment management built around client goals—not product sales. The firm supports families and business owners with financial education and guidance, including retirement, tax and estate planning and business succession. Portfolios emphasize asset allocation, primarily implemented with ETFs (and mutual funds), with Schwab as a key custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $190.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Jacobs Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMEN DREW JACOBS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6285250
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,114,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,114,197 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Jacobs Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.