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    Jacobus Wealth Management

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    Description

    • JWM is a privately held independent Registered Investment Advisor (RIA) providing investment advisory and strategic financial management services to individuals, families, professional athletes, trusts, foundations and endowments across the United States. With almost $800 million of assets under management and greater than $2.5 billion of assets under administration, JWM advises more than 70 clients with services that include investment advisory, family office services, tax & financial planning and professional athlete services.
    • location

      Headquarters:2323 North Mayfair Road Suite 240, Milwaukee, Wisconsin, United States

      More
    • Jacobus Wealth Management phone

      Phone Number: +1 414-475-6565

    • Jacobus Wealth Management website

      Website: https://www.jwmfamilyoffices.com

    • Jacobus Wealth Management employees

      Employees:9

    • Jacobus Wealth Management revenue

      Revenue:$1 - 10M

    • Jacobus Wealth Management legal name

      Legal Name:Jacobus Wealth Management

    • Jacobus Wealth Management's Social Media

      Jacobus Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Vice Chairman for Jacobus Wealth Management

    Nicholas Wilson

    Vice Chairman

    Person level website visitor identification

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    View Employees

    Nicholas Wilson

    Vice Chairman

    Nick Wilson

    Managing Director

    Stephanie Stein

    Administrative Manager

    Stephanie Jajtner

    Administrative Manager

    Dan Matola

    Partner, Senior Relationship Manager, Family Office Services

    Frequently Asked Questions regarding Jacobus Wealth Management

    • Where are Jacobus Wealth Management's Headquarters?

      Jacobus Wealth Management's Headquarters are in 2323 North Mayfair Road Suite 240,Milwaukee,Wisconsin,United States

    • What is Jacobus Wealth Management's phone number?

      Jacobus Wealth Management's phone number is +1 414-475-6565

    • What is Jacobus Wealth Management's official website?

      Jacobus Wealth Management's official website is https://www.jwmfamilyoffices.com

    • What is Jacobus Wealth Management's Revenue?

      Jacobus Wealth Management's revenue is $1 - 10M

    • What is Jacobus Wealth Management's NAICS code?

      Jacobus Wealth Management's NAICS code is 523930

    • How many employees are working in Jacobus Wealth Management

      Jacobus Wealth Management has 9 employees

    • What is Jacobus Wealth Management's Industry?

      Jacobus Wealth Management is in the industry of Investment Management

    • Who is Jacobus Wealth Management's Vice Chairman?

      Jacobus Wealth Management's Vice Chairman is Nicholas Wilson

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