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Jolley Wealth Management
JOLLEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $2 million in regulatory assets.
Overview
JOLLEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Jolley Wealth Management participate in fund commitments or only direct deals?
No verifiable information is available about whether the firm commits to funds or direct investments. RIAs commonly use a mix of mutual funds, ETFs, managed accounts, and alternative investments, but specific practices are unconfirmed.
Which sectors does Jolley Wealth Management explicitly avoid?
No sector avoidance has been stated by the firm in any public communication. Without a stated policy, it is assumed the firm invests across sectors based on client preferences.
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