CRD: 304253
Jehm Wealth & Retirement, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-09-2019
- Office Locations
- 1
Office Locations
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.
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 4 advisory representatives and 118 clients, or 29.5 clients per representative. That equates to $551.9K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Jehm Wealth & Retirement, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Jehm Wealth & Retirement, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC ROBERT LAHAIE
Financial Advisor, General Partner, Managing Member
- CRD
- #6021248
- Ownership
- 50% but less than 75%
JENNIFER REBBECCA LAHAIE
Financial Advisor, General Partner, Managing Member
- CRD
- #6528766
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
WILLIAM TYLER GRAY
Wealth Advisor/Paraplanner
- CRD
- #6928783
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,126,659 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,126,659 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Jehm Wealth & Retirement, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.