# JSE Wealth Management

JSE Wealth Management is a Bank / Wealth / Trust based in Wayzata, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wayzata, United States
- **Region:** North America
- **Address:** Wayzata, MN, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** jsewealth.com

## Regulatory record

- **CRD number:** 318335
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318335

## About

JSE Wealth Management was founded in 2021 by John E. Shade and operates from Wayzata, Minnesota, a suburb of Minneapolis that serves as a hub for affluent families, corporate executives, and business owners tied to the Twin Cities economy. The firm is organized as a registered investment advisor — a structure that imposes a fiduciary duty to act in clients' best interests, distinguishing it from broker-dealer models. Its advisory services span financial planning, retirement planning, and discretionary portfolio management for individuals, high-net-worth families, and businesses. As an RIA, JSE's strategy centers on constructing and managing client portfolios, though the specific asset-class mix, investment approach, and whether it emphasizes direct indexing, third-party manager selection, or in-house security selection are not publicly detailed. No named portfolio companies or fund commitments are publicly disclosed, consistent with a firm that customizes individual accounts rather than operating pooled vehicles. The firm's scale is modest, consistent with a boutique launched during the post-pandemic wave of advisor breakaways. No team headcount, AUM figure, or office footprint beyond the Wayzata headquarters has been publicly disclosed. JSE does not publicly list participation in peer networks such as Tiger 21, R360, or YPO, nor does it describe adjacent philanthropic or real-asset vehicles. What structurally defines JSE Wealth Management is its status as an independent, founder-led RIA in a market historically dominated by large bank trust departments and national wealth managers. That independence allows for a fiduciary-first posture and the potential for personalized, family-office-style service for clients who prioritize an advisor unconflicted by proprietary product mandates. Paul.

## Questions

### Does JSE Wealth Management report its assets under management?

No. As of the most recent available information, JSE Wealth Management has not publicly disclosed its regulatory assets under management. Many smaller RIAs file as exempt reporting advisers or operate under thresholds that do not require public AUM disclosure.

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Last updated: 2026-08-11T02:43:31.692Z

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