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JRS Wealth Management
JRS Wealth Management LLC is an SEC-registered investment adviser in South Jordan, UT, registered since 2026. The firm manages $135 million in assets, with...
Overview
JRS Wealth Management LLC is an SEC-registered investment adviser in South Jordan, UT, registered since 2026. The firm manages $135 million in assets, with $130 million on a discretionary basis. It has 5 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
Who runs JRS Wealth Management?
No named principals or executives have been publicly identified for JRS Wealth Management LLC. The firm's ownership and management structure are not disclosed in available public records.
What is JRS Wealth Management's investment approach?
The firm's investment strategy is not publicly documented. Typical RIA firms allocate client assets across a mix of public equities, fixed-income securities, and cash, with possible exposure to alternative investments such as private equity or real estate through separate accounts or funds.
How large is JRS Wealth Management?
Assets under management and number of clients are not publicly disclosed. The firm's AUM and team size remain unknown.
Is JRS Wealth Management affiliated with any other firms?
No affiliations with other investment firms, banking entities, or family offices have been publicly identified.
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