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Jehm Wealth & Retirement, LLC

Jehm Wealth & Retirement, LLC. CRD 304253

Jehm Wealth & Retirement, LLC logo

CRD: 304253

Jehm Wealth & Retirement, LLC

Simpsonville, SC, 29681
8645270482
confidentretirementlife.com
$65.1M Total AUM
$65.1M Disc. AUM
-- 3Y CAGR
6 Employees
118 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท SEI
Clients
Retail and Institutional
Platforms
Harbor northBeacon focus
Established Date
08-09-2019
Office Locations
1

Office Locations

117 Woodruff Place Circle, Suite A Simpsonville SC

About Jehm Wealth & Retirement, LLC

JEHM Wealth & Retirement, LLC is a Simpsonville, SC RIA focused on retirement planning for individuals and families, with an emphasis on tax-efficient retirement income strategies. The firm provides financial planning and portfolio management, commonly using mutual funds and ETFs. A notable outreach angle for distribution is its live retirement education events and downloadable guides/book content for prospects.

Team overview

-- AVG AGE
$21.7M AVG AUM / ADVISOR
$551.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Foundation Prime Capital capital

Client Personas

Pathway focus Peak Horizon

CRM

Matrix beacon Zenith

Custodian

Fusion Glacier eagle Frontier Fusion timber Focus Horizon Pioneer Radial vector

Investment Themes

Vital zenith Prime pathway Wave Prime

Investment Vehicles

Beacon wave

Platform

Pioneer zenith Value matrix Momentum zenith

Services

Meridian quantum Capital timber Signal Harbor Insight zenith Delta value Ridge glacier Signal Alpha peak Atlas

Technology

Foundation Optima insight

Owner & Executives

E

ERIC ROBERT LAHAIE

Financial Advisor, General Partner, Managing Member

CRD
#6021248
Ownership
50% but less than 75%
(298) 409-8633
quantum.timber@harborcapital.com
in linkedin.com/in/beacon-alpha
J

JENNIFER REBBECCA LAHAIE

Financial Advisor, General Partner, Managing Member

CRD
#6528766
Ownership
50% but less than 75%
(772) 705-9778
vector.harbor@quantumcapital.com
in linkedin.com/in/bridge-element
I

Insight wave

Foundation atlas

CRD
#34812
Ownership
31.7%
(519) 933-1437
foundation.insight@horizoncapital.com
in linkedin.com/in/beacon-ember

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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 $65,126,659 --
Non-Discretionary $0 --
Total $65,126,659 --

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Separately Managed Accounts

Total SMA Asset: $65,126,659

$65.1M Total SMA
Public Funds:
19.0%
Equity - Exchange:
16.2%
Cash:
10.0%
Corporate - Investment Grade:
11.4%
Municipal Bonds:
13.5%
Private Funds:
12.7%
U.S. Government/Agency:
17.2%
Asset class Assets Assets %
Public Funds $144,165,379 19.0%
Equity - Exchange $122,919,954 16.2%
Cash $75,876,515 10.0%
Corporate - Investment Grade $86,499,227 11.4%
Municipal Bonds $102,433,295 13.5%
Private Funds $96,363,174 12.7%
U.S. Government/Agency $130,507,606 17.2%
Total $758,765,150 100.0%

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