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JEHM WEALTH & RETIREMENT, LLC
JEHM Wealth & Retirement, LLC is an Overland Park, Kansas RIA run by James E.
JEHM WEALTH & RETIREMENT, LLC
JEHM Wealth & Retirement, LLC is a registered investment advisor headquartered in Overland Park, Kansas, with James E. Hemphill listed as a principal according to SEC records. The firm operates as a small, independent RIA focused on wealth management and retirement planning for individual clients, distinguishing itself from larger institutional advisory firms. The firm's investment approach likely centers on traditional asset allocation strategies—including equities, fixed income, and cash equivalents—appropriate for accumulator and retiree clientele. Public filings indicate a fee-based advisory model, with no disclosed direct private market or alternative investment programs. The firm does not appear to manage any institutional pooled investment vehicles or hold SEC-registered funds. Team size, AUM, and additional office locations are not publicly disclosed. JEHM Wealth does not maintain a visible website or professional social media presence as of mid-2026, which limits public due diligence for institutional allocators. There are no reported recent operational events such as key hires, regulatory actions, or strategic pivots. The firm's structural differentiator is its independent, locally focused RIA model operating without affiliation to a larger broker-dealer or bank. This structure allows flexible client engagement but also leaves it with limited resources for proprietary research or sophisticated alternative investments.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Overland Park, KS, United States
Principals
James E. Hemphill
Principal
Sector focus
Frequently asked questions
Who governs JEHM Wealth & Retirement, LLC?
The firm is a registered investment advisor with James E. Hemphill serving as a principal, according to SEC filings. No public board or advisory committee composition has been disclosed. Governance likely rests solely with Hemphill as the registered representative.
What types of clients does JEHM Wealth serve?
Based on SEC registration, JEHM Wealth & Retirement provides investment advisory services primarily to individuals, including high-net-worth clients. There is no public evidence it accepts institutional accounts or advises family offices. Its target market appears to be the residents of the Kansas City metropolitan area.
What investment strategies does the firm typically use?
The firm's public filings suggest a focus on traditional asset classes typical for retail RIAs—mainly equities, fixed income, and cash equivalents. There are no disclosed allocations to private equity, venture capital, hedge funds, or direct real assets. The advisory approach likely emphasizes retirement-income planning and long-term wealth preservation.
What is the firm's known posture on co-investments or alternative assets?
There is no evidence in SEC filings or public disclosures that JEHM Wealth & Retirement participates in co-investments, fund-of-funds, or alternative asset vehicles. The firm appears to avoid speculative or illiquid strategies, concentrating on conventional securities selection and portfolio rebalancing.
How does the firm source its advisory offerings, and does it use proprietary products?
Public records indicate JEHM Wealth charges a fee for advisory services, but no proprietary investment products (e.g., in-house mutual funds or ETFs) have been identified. The firm likely relies on third-party custodians and approved asset managers to execute client portfolios, independent of any proprietary product manufacturing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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