Jdv Wealth Advisors, LLC
Jdv Wealth Advisors, LLC (CRD# 169628) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $5,265,045 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$114,458
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Jdv Wealth Advisors, LLC
1
Joseph Venegas (CRD# 5007892) is an Investment Advisor Representative working at Jdv Wealth Advisors, LLC in Goodrich, MI and has over 17 years of experience in the finance industry.
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