$80.0K Total AUM
$80.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
2 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2023
- Office Locations
- 1
Office Locations
739 High ST Portsmouth VA
About JYE Wealth Advisors, LLC
Norfolk, VA-based JYE Wealth Advisors, LLC’s website emphasizes tax, accounting and financial planning support for small businesses and individuals, including payroll, part-time CFO and QuickBooks services plus IRS issue resolution. Public filings indicate a retail practice with ETF-only SMA assets and custody relationships including Charles Schwab and Interactive Brokers.
Team overview
46 AVG AGE
$80.0K AVG AUM / ADVISOR
$40.0K AVG AUM / CLIENT
2.8 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
JAMES ANTON YOUNG
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5833787
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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