Private Market View

JFS WEALTH ADVISORS, LLC

Other · HERMITAGE, PA

AUM
$3.3M
Portfolio companies
Recorded deals
Last investment

Key facts

  • JFS WEALTH ADVISORS, LLC is a other based in HERMITAGE, PA.
  • JFS WEALTH ADVISORS, LLC reports $3.3M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 145051
Regulatory AUM
$3.3M
Private fund assets
Private funds
Staff
89
Registered office
HERMITAGE, PA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for JFS WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is JFS WEALTH ADVISORS, LLC's AUM?
JFS WEALTH ADVISORS, LLC manages approximately $3.3M in assets.