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Jeffries Wealth Management

Jeffries Wealth Management. CRD 323385

Jeffries Wealth Management logo

CRD: 323385

Jeffries Wealth Management

Marietta, GA
4046937446
www.jeffrieswealth.com
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
01-06-2023
Office Locations
1

Office Locations

-- Marietta GA

About Jeffries Wealth Management

Jeffries Wealth Management (Jeffries Wealth) is a Marietta, GA advisory firm focused on planning for accumulators, pairing financial, tax and estate planning with ongoing portfolio management. Portfolios emphasize asset allocation using ETFs, mutual funds and U.S. government/agency bonds, with the ability to incorporate alternatives and digital assets. Independent, founder-led by Clark Danstrom Jeffries; custody through Schwab.

Team overview

-- AVG AGE
$2.7M AVG AUM / ADVISOR
$78.8K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Vital Meridian wave Optima Signal atlas Vital ember Zenith prime

Investment Themes

Momentum Bridge crest Pioneer Harbor

Investment Vehicles

North

Services

Vertex value Timber radial Fusion Oak Unison

Owner & Executives

Clark Danstrom Jeffries

Clark Danstrom Jeffries

Chief Compliance Officer, FOUNDER, Investment Advisor

CRD
#7629410
Ownership
75% or more
(957) 757-9830
meridian.capital@radialcapital.com
in linkedin.com/in/crest-vector

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,680,798 --
Non-Discretionary $0 --
Total $2,680,798 --

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Separately Managed Accounts

Total SMA Asset: $2,680,798

$2.7M Total SMA
Public Funds:
10.8%
Cash:
30.5%
Equity - Exchange:
29.6%
U.S. Government/Agency:
29.1%
Asset class Assets Assets %
Public Funds $171,404,846 10.8%
Cash $484,059,980 30.5%
Equity - Exchange $469,776,243 29.6%
U.S. Government/Agency $461,840,834 29.1%
Total $1,587,081,903 100.0%

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