Investment adviser · CRD 159710
THE J. ARNOLD WEALTH MANAGEMENT CO., LLC
Investment adviser filing (IA)
YOUNGSTOWN, OH, United States · Form ADV filed Nov 14, 2023
- Regulatory AUM
- $255M Form ADV · Item 5.F
- Client accounts
- 1,750 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,105 | $225,668,807 | 88.4% |
| High-net-worth individuals | 14 | $26,082,832 | 10.2% |
| Corporations & businesses | 7 | $2,397,793 | 0.9% |
| Charities | 4 | $809,824 | 0.3% |
| Other investment advisers | 1 | $218,273 | 0.1% |
| Retirement plans | 2 | $102,455 | 0.0% |
Filing source
Form ADV 1775619 · Nov 14, 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
0 Private fundsThe 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: Nov 14, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
8040 MARKET STREETYOUNGSTOWN, OH, 44512, United States
CRD 159710
Filing source
Form ADV 1775619 · Nov 14, 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.