JACKSON WEALTH MANAGEMENT, LLC
At a Glance
| Total AUM | $107.0M |
| Discretionary | $107.0M100% of AUM |
| Client Accounts | 380 |
| Avg Account Size | $282K |
| Employees | 3 |
| Peak AUM | $107.0MApr 2026 |
AUM by Client Type
Total AUM
$107M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $107M | — | — | — | — |
| Discretionary AUM | $107M | — | — | ||
Key Metrics
| Total AUM | $107.0M |
| Discretionary | $107.0M |
| Employees | 3 |
| Client Accounts | 380 |
| Client Range | 11-25 |
Contact & Location
Address
115 WILCOX ST SUITE 220
CASTLE ROCK CO 80104
Phone
303-808-5229
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported