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JRS WEALTH MANAGEMENT LLC

SOUTH JORDAN, UT · CRD 306294 · IAPD ↗ · sfgclient.com · (801) 987-3973

$135.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — JRS WEALTH MANAGEMENT LLC (SOUTH JORDAN, UT) is newly SEC-registered with $135.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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