Data / Investment advisers / Utah / JRS Wealth Management LLC
JRS Wealth Management LLC, South Jordan, UT: $135 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
JRS Wealth Management LLC is an SEC registered investment adviser with its main office in South Jordan, Utah and reports $135 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch JRS Wealth Management LLC (CRD number 306294): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 306294
- SEC file number
- 801-135617
- SEC status
- Approved, effective March 23, 2026
- Main office
- 10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095
- Phone
- (801) 987-3973
- Website
- sfgclient.com
- Regulatory AUM
- $135,000,000 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $130,000,000
- Non discretionary AUM
- $5,000,000
- Accounts
- 1,002
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 258 | $60 million |
| High net worth individuals | 80 | $60 million |
| Corporations or other businesses | 10 | $10 million |
| Pension and profit sharing plans | Fewer than 5 | $5 million |
Other advisers in South Jordan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Diversify Advisory Services, LLC | South Jordan | $4.65 billion | Not listed | adviserinfo.sec.gov |
| Diversify Wealth Management, LLC | South Jordan | $4.11 billion | Not listed | adviserinfo.sec.gov |
| Ashworth Wealth, LLC | South Jordan | $377.8 million | Not listed | adviserinfo.sec.gov |
| Elysium Wealth Management, LLC | South Jordan | $352.3 million | Not listed | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | $285 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Jordan, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- JRS Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.