Investment adviser · CRD 288440
WALNUT CREEK WEALTH MANAGEMENT
Investment adviser filing (IA)
JBC FINANCIAL GROUP, INC.
WALNUT CREEK, CA, United States · Form ADV filed Mar 16, 2021
- Regulatory AUM
- $142M Form ADV · Item 5.F
- Client accounts
- 276 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 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 | 144 | $139,700,000 | 98.5% |
| Retirement plans | Fewer than 5 | $2,100,000 | 1.5% |
Filing source
Form ADV 1509270 · Mar 16, 2021 · 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: Mar 16, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1850 MT. DIABLO BLVD, SUITE 170WALNUT CREEK, CA, 94596, United States
CRD 288440
Filing source
Form ADV 1509270 · Mar 16, 2021 · 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.