J
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
9375 E. Shea Blvd. Suite 100 Scottsdale AZ
About Jolley Wealth Management, LLC
Jolley Wealth Management, LLC is a Scottsdale-based RIA. The firm has been operating for 0 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Services
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Owner & Executives
H
HAL K JOLLEY
Chief Compliance Officer, Manager
- CRD
- #5665219
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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