# JDH Wealth Management

JDH Wealth Management is a Bank / Wealth / Trust based in Santa Rosa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Rosa, United States
- **Region:** North America
- **Address:** Santa Rosa, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** www.jdhwealth.com
- **LinkedIn:** https://www.linkedin.com/company/jdh-wealth-management

## Regulatory record

- **CRD number:** 112474
- **SEC file number:** 801-96201
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112474

## About

JDH Wealth Management is an SEC-registered investment adviser in SANTA ROSA, CA, registered since 2015. The firm manages approximately $495 million in assets. It has 2 employees and 2 investment advisers.

## Questions

### What is JDH Wealth Management's fiduciary status?

JDH Wealth Management is a registered investment advisor regulated by the SEC or the State of California, which legally binds the firm to a fiduciary duty. This means the firm must place client interests ahead of its own in all advisory matters. The firm explicitly markets this fiduciary commitment as a core tenet.

### What type of investment strategies does JDH Wealth Management run?

JDH primarily constructs customized, model-driven portfolios for clients using a goals-based asset allocation framework. The firm is not a hedge fund or a private equity manager; it deploys client capital into public equities, bonds, and third-party alternative investment funds or ETFs. It does not appear to sponsor its own proprietary commingled funds.

### What is JDH Wealth Management's geographic focus?

Based in Santa Rosa, JDH Wealth Management primarily serves families residing in Sonoma County, Napa Valley, and Marin County. The firm's brand is built on its deep local presence in the North Bay rather than a national platform or multiple offices.

## Related profiles

- [JD Wealth](https://altss.com/profile/jd-wealth)
- [JE Wilson Advisors](https://altss.com/profile/je-wilson-advisors)

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

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