Jadim Wealth Management, LLC

JADIM Wealth Management provides investment management, wealth management, financial planning and pension consulting to individuals, pension and profit‑sharing plans, corporations and other business entities. The firm reports roughly 40 clients and about $25.94 million in assets under management, with the majority of assets managed on a discretionary basis and a smaller portion on a non‑discretionary basis.

The firm employs both fundamental and technical analysis and offers active and passive allocation strategies implemented via model portfolios and individualized investment policy statements, typically allocating among mutual funds, ETFs and individual equity and debt securities. It also advises on investments held outside primary custodians (such as variable annuities and life insurance), may recommend private placements to qualifying accredited investors, and uses technology to monitor portfolios and adapt allocations to changing economic conditions.

Distinctive aspects of the firm include its role as sponsor and manager of a wrap fee program and the fact that certain supervised persons offer insurance products on a commission basis, arrangements that are less common among independent advisers. JADIM also provides employer retirement plan services and pension consulting — including written ERISA fiduciary disclosures and committee support — which differentiates its service mix relative to many firms of similar size.