JDH Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$482,809,289
Clients
127
Advisors
2
of 2 employees
About
JDH Wealth Management provides investment management, financial planning, and participant-directed retirement plan services for individuals, trusts, qualified retirement plans and small businesses. The firm reports managing approximately $494.9 million on a discretionary basis and also advises on additional self-directed retirement account assets.
The firm follows a consultative process to develop written investment policy statements, monitor portfolios, and hold regular review meetings, favoring long-term, passive asset-class strategies implemented primarily with mutual funds and Dimensional Fund Advisors (DFA) products. JDH manages discretionary accounts, may retain third‑party independent managers (including Focus Partners Advisor Solutions) for sub‑advisory or fixed‑income mandates, and uses tools such as Monte Carlo simulation when deriving asset allocations.
Notable for a small advisory team, JDH manages a relatively large asset base per advisor and also operates as a licensed insurance agency, offering insurance products through its representatives. The firm maintains contractual relationships with Focus Partners entities for back‑office services, trade processing and succession planning, and may use interval funds and separately managed fixed‑income portfolios when appropriate.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee of $6,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,000+: 0.20%
$300 per hour
Account minimum: $1,000,000 Minimum fee: $12,500 annual minimum for investment management; $4,000 annual minimum for retirement plans Fee-only: Investment management fees charged on AUM; no commissions charged.
Main office
181 Concourse Boulevard, Suite A
Santa Rosa CA 95403
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Jdh Asset Management & Insurance Services, LLC · Jdh Financial Services, LLC · Jdh Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Zachary P
Series 66
Santa Rosa, CA
JDH Wealth Management, LLC
Zachary Parreira is a financial advisor at JDH Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, Mr. Parreira operates a photography business and officiates soccer games for local youth and high school leagues. JDH Wealth Management provides investment management, financial planning, and retirement plan services to individuals, trusts, qualified plans, and small businesses. The firm employs a consultative approach with a focus on long-term, passive asset-class strategies using mutual funds and Dimensional Fund Advisors products.
Matthew D
Series 63, Series 65
Santa Rosa, CA
JDH Wealth Management, LLC
Matthew Delaney is a financial advisor at JDH Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with JDH Wealth Management since 2005. JDH Wealth Management provides investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, employing a consultative, long-term asset allocation approach grounded in Modern Portfolio Theory and using diversified portfolios primarily through passively managed mutual funds and ETFs.
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