# Jewell Wealth Management Inc.

Jewell Wealth Management Inc. is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 304259
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304259

## About

JEWELL WEALTH MANAGEMENT INC. is a state-registered investment adviser with $12 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What is the minimum asset threshold for clients of Jewell Wealth Management?

Jewell Wealth Management does not publicly specify a minimum net worth or investable asset requirement for clients. As an RIA serving high-net-worth families, typical thresholds in the industry range from $5 million to $50 million in investable assets, but this cannot be confirmed for this firm.

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Last updated: 2026-07-06T01:24:19.133Z

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