Investment adviser · CRD 341113

JM FINANCIAL PRIVATE WEALTH, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 8, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
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 8, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1177 AVENUE OF THE AMERICAS 5TH FLOOR, OFFICE NO. 5046
NEW YORK, NY, 10036, United States

CRD 341113

Filing source

Form ADV 2111306 · Jun 8, 2026 · 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.