Jdh Wealth Management, LLC

$494.9MAssets under management
as of Apr 2026 · SEC Form ADV
Santa Rosa, CA
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Tech stack

No one at Jdh Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Jdh Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $235M held · filed Mar 2024
Fidelity
Per Form ADV · $86M held · filed Mar 2024
Portfolio Management