Adviser Profile

As of Date 08/18/2026
Registration SEC, Approved, 05/21/2026
Other registrations (3)
Former registrations

JACKSON WEALTH MANAGEMENT, LLC

ADV Location CASTLE ROCK, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 107,026,630
of that, discretionary 107,026,630
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 281,649
% High Net Worth 25.40%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

107M 92M 76M 61M 46M 31M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees