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JME Wealth Management

JME Wealth Management. CRD 319491

JME Wealth Management logo

CRD: 319491

JME Wealth Management

Raleigh, NC, 27612
7037769991
jmewealth.com
$48.3M Total AUM
$48.3M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
06-06-2022
Office Locations
1

Office Locations

4801 Glenwood AVE Suite 200 Raleigh NC

About JME Wealth Management

JME Wealth Management is an independent, fee-based fiduciary RIA providing holistic financial planning and customized portfolio management for individuals, families, and select institutions. The firm develops comprehensive plans spanning retirement, tax and estate planning, insurance, and charitable giving, including small-business retirement plans, and delivers advice not tied to any investment company. Custody includes Schwab and Fidelity/NFS.

Team overview

40 AVG AGE
$48.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Pathway eagle Vertex eagle Element Summit Pioneer

Client Personas

Vector

Investment Themes

Fusion Pioneer foundation Timber frontier Radial vital Oak unison Harbor ember Horizon Ember ridge

Investment Vehicles

Frontier bridge

Services

Vector focus Capital Fusion ember Vertex unison Radial zenith Bridge Matrix Timber Momentum radial Matrix glacier Vital

Owner & Executives

RYAN CHARLES EMMINGER

RYAN CHARLES EMMINGER

Chief Compliance Officer, Financial Planner, Investment Advisor, Managing Member, President

CRD
#4946148
Ownership
75% or more
(388) 512-9213
timber.value@fusioncapital.com
in linkedin.com/in/pathway-peak

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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 $48,264,866 --
Non-Discretionary $0 --
Total $48,264,866 --

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Separately Managed Accounts

Total SMA Asset: $48,264,866

$48.3M Total SMA
Public Funds:
19.8%
Cash:
28.7%
Equity - Exchange:
30.0%
U.S. Government/Agency:
21.5%
Asset class Assets Assets %
Public Funds $1,081,754,870 19.8%
Cash $1,567,998,220 28.7%
Equity - Exchange $1,639,022,530 30.0%
U.S. Government/Agency $1,174,632,812 21.5%
Total $5,463,408,432 100.0%

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