J
JYE Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,000
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$80,000
About
JYE Wealth Advisors provides ongoing portfolio management and standalone financial planning to individuals, high-net-worth individuals, charitable organizations, and business entities, creating a written Investment Policy Statement that documents income, tax, risk tolerance and time horizon and primarily recommending mutual funds and ETFs. The firm states it acts as a fiduciary for retirement accounts and offers services that include asset allocation, asset selection, and regular portfolio monitoring.
The firm’s investment process emphasizes cyclical and fundamental analysis and uses a long-term trading approach to implement client-specific allocations and risk profiles. JYE Wealth Advisors does not trade on discretionary authority; it seeks client consent before effecting transactions and clients receive quarterly account reports from custodians.
Compared with many peers, the firm’s principal maintains an affiliated accounting practice and also operates as a licensed insurance agent—relationships disclosed in the ADV that the firm says are managed and documented as potential conflicts of interest (the ADV notes about ten hours per month devoted to accounting work and roughly ten hours per week to insurance activities). The brochure also notes the firm requires custody at Schwab Institutional or Interactive Brokers and discloses acceptance of research or other soft-dollar benefits from custodians, which can factor into custodian selection.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Fee options
Financial planning fees range from $500 to $1,500 fixed fee
1.50% annually
Main office location
JYE Wealth Advisors, LLC
900 Granby St, Suite 132
Norfolk VA 23510, United States
Number of offices
1
Most active in
JYE Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
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