Investment adviser · CRD 106777

JACOBUS WEALTH MANAGEMENT INC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Jun 26, 2017

Regulatory AUM
$791M
Form ADV · Item 5.F
Client accounts
1,104
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2323 N.MAYFAIR ROAD,SUITE 240
MILWAUKEE, WI, 53226-1506, United States

CRD 106777

Filing source

Form ADV 1124020 · Jun 26, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.