JLE Wealth Management, LLC

The firm serves individual clients (including higher‑net‑worth individuals) and institutional accounts by providing discretionary investment management and integrated financial planning; financial planning is offered only to clients who engage for investment management. It charges asset‑based advisory fees and generally requires an account minimum (typically $100,000) to open a separately managed account.

JLE’s investment process is bottom‑up and quantitative, relying on proprietary, model‑driven stock selection that ranks companies using fundamental forecasts and market‑sentiment inputs, with regular rebalancing and risk controls such as position‑size and industry exposure limits. Portfolios may employ both tactical and strategic asset allocation and can include active trading, options strategies and the use of margin, with traditional research used to qualitatively confirm model signals.

Notable distinctions include the firm’s small scale—roughly $4.9 million in assets under management across 22 clients—and that the owner and sole adviser discloses a concurrent senior index role at an unrelated index provider (TMX VettaFi) that occupies approximately 90% of her time, a material outside business activity the firm discloses to clients. The firm also discloses reliance on third‑party custodial and research arrangements (including arrangements that can give rise to soft‑dollar conflicts) and a policy of not typically voting proxies, factors that may be relevant to prospective clients evaluating operational and governance practices.