$7.7M Total AUM
$6.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2024
- Office Locations
- 1
Office Locations
-- Cardiff CA
About JRO Wealth Management LLC
JRO Wealth Management is a San Diego-based RIA providing ongoing, retirement-focused planning for individuals and couples age 50+, delivered virtually nationwide. Services include portfolio management, withdrawal/income planning, year-round tax strategy with return preparation, and estate/risk planning, coordinating with clients’ CPAs and attorneys. Custody includes Schwab.
Team overview
30 AVG AGE
$7.7M AVG AUM / ADVISOR
$851.0K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Jack Ryan O'Donnell
Chief Compliance Officer, FOUNDER, Intern
- CRD
- #6697938
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,925,356 | -- |
| Non-Discretionary | $733,812 | -- |
| Total | $7,659,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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