# JAC Wealth Management Services

JAC Wealth Management Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 152456
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152456

## About

JAC Wealth Management Services, LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single-Man team.

## Questions

### Who runs investment decisions at JAC Wealth Management Services?

No named principals or investment decision-makers for JAC Wealth Management Services are available in public records. The firm does not publicly disclose its leadership team.

### What assets under management does JAC Wealth Management Services report?

JAC Wealth Management Services does not publicly disclose its assets under management. The firm's AUM remains undisclosed in public filings.

### What investment strategy does the firm employ?

The firm's investment strategy is not publicly described. No information on asset-class mix, portfolio holdings, or investment approach is available.

### How does JAC Wealth Management Services source deals?

No information on deal sourcing is available. The firm does not publicly report proprietary deal flow or co-investment activities.

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Last updated: 2026-06-03T20:00:00.000Z

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