JME Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,264,866
Total clients
34
74% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$1,419,555
About
JME Wealth Management is an independent, single-advisor registered investment adviser that manages roughly $44.8 million for 32 clients. The firm provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, and small businesses, and implements strategies directly or by engaging institutional sub-advisers.
The firm uses a blended investment approach that combines active and passive management, core-and-satellite construction, and occasional tactical adjustments, with written investment guidelines and periodic account reviews. It also incorporates hedging techniques and the use of derivatives within separately managed account strategies and may place assets with institutional sub-advisers as part of its implementation process.
Distinctive features include the firm’s offering of periodic, complimentary educational seminars and workshops for clients and prospects, and its documented use of derivatives and hedging in SMAs — practices that are uncommon among similar independent, solo-advisor firms. The adviser also discloses and manages ancillary activities (such as licensed insurance sales) and provides sub-adviser due diligence and client disclosures when recommending third‑party managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Divorce financial planning
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
Fixed fee for financial planning ranging from $1,000 to $20,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.60%
$400 per hour, billed in six-minute increments
Main office location
JME Wealth Management
4801 Glenwood Ave, Suite 200
Raleigh NC 27612, United States
Number of offices
1
Most active in
JME Wealth Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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