$6.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2014
- Office Locations
- 1
Office Locations
-- Goodrich MI
About JDV Wealth Advisors, LLC
JDV Wealth Advisors, LLC is an independent Michigan-registered RIA serving Main Street retail clients with a fee-based, planning-led approach. The firm provides personalized financial planning, portfolio construction, and risk-managed asset allocation, using ETFs and mutual funds and incorporating insurance solutions when appropriate. Custody includes Charles Schwab and Altruist.
Team overview
41 AVG AGE
$6.1M AVG AUM / ADVISOR
$148.1K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ember ember Vector quantum
Investment Themes
Beacon Focus
Investment Vehicles
Value meridian Summit
Services
Vertex bridge Horizon vertex Radial vital North
Owner & Executives
J
JOSEPH DANIEL NARCISCO VENEGAS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5007892
- Ownership
- 75% or more
(486) 796-7611
eagle.horizon@bridgecapital.com
in linkedin.com/in/ember-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,073,723 | -- |
| Total | $6,073,723 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,073,723
Public Funds:
35.2% Cash:
38.8% Equity - Exchange:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,639,233,095 | 35.2% |
| Cash | $2,909,154,662 | 38.8% |
| Equity - Exchange | $1,949,433,536 | 26.0% |
| Total | $7,497,821,293 | 100.0% |