Investment adviser · CRD 153924

JHH WEALTH, LLC

Investment adviser filing (IA)

GREENVILLE, SC, United States · Form ADV filed Dec 18, 2023

Regulatory AUM
$41M
Form ADV · Item 5.F
Client accounts
95
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals95$41,012,128100.0%
Filing source

Form ADV 1806823 · Dec 18, 2023 · Item 5.D

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

Private funds & service providers

2 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.

MINT FINANCIAL SECTOR FUND, LPPrivate Equity Fund · Last reported Oct 28, 2020$2.34MGross asset value
Fund administrator APEX FUND SERVICES ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KAUFMAN, ROSSIN & CO. MIAMI, Florida, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Marketer ALLEN C. EWING & CO. JACKSONVILLE, Florida, United States Related to adviser: Yes
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KAUFMAN, ROSSIN & CO.
PCAOB 137

INTERACTIVE BROKERS LLC
SEC 8-47257

ALLEN C. EWING & CO.
CRD 26102 · SEC 8-42393

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-9684226178
Reported beneficial owners
12
Minimum commitment
$250K
Form D file number
021-263037

Form ADV 1464339 · Oct 28, 2020 · Schedule D 7.B.(1)

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

EWING EMERGING FINANCIAL INSTITUTION FUND I LPPrivate Equity Fund · Last reported Apr 3, 2018$70.7KGross asset value
Fund administrator ALLEN C. EWING & CO. JACKSONVILLE, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor CORNELIOUS SCHOU, & LEONE JACKSONVILLE, Florida, United States
Custodian SCHWAB INSTITUTIONAL ORLANDO, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CORNELIOUS SCHOU, & LEONE
PCAOB 3987

Fund details & source
Fund ID
805-7646125493
Reported beneficial owners
59
Minimum commitment
$50K

Form ADV 1205264 · Apr 3, 2018 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Dec 18, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

330 E. COFFEE STREET, SUITE 4011
GREENVILLE, SC, 29601, United States

CRD 153924

Filing source

Form ADV 1806823 · Dec 18, 2023 · 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.