J
CRD: 304259
Jewell Wealth Management Inc.
Tucson, AZ
9492857462
$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2019
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Jewell Wealth Management Inc.
Jewell Wealth Management Inc. is a Tucson-based RIA. The firm has been operating for 6 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Axos. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$312.8K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Pioneer Catalyst
Investment Themes
Radial Focus vertex Wave quantum
Investment Vehicles
Matrix zenith
Services
Focus Vector frontier Element Pathway
Owner & Executives
D
DANIEL SHELDON JEWELL
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2277642
- Ownership
- 75% or more
(368) 392-2463
zenith.oak@zenithcapital.com
in linkedin.com/in/bridge-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,885,427 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,885,427 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,885,427
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,538,958,862 | 100.0% |
| Total | $8,538,958,862 | 100.0% |