# Jolley Wealth Management

Jolley Wealth Management is a Multi Family Office.

## Overview

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

## Regulatory record

- **CRD number:** 334209
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334209

## About

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.

## 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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Last updated: 2026-07-06T01:24:19.255Z

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