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JDH WEALTH MANAGEMENT, LLC

SANTA ROSA, CA · CRD 112474 · IAPD ↗ · (707) 542-1110

$494.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2025 — JDH WEALTH MANAGEMENT, LLC reported RAUM up 49% ($323.4M -> $483.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2025 — JDH WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.