JYE Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JYE Wealth Advisors, LLC is a small independent registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, charitable organizations, and business entities; the firm currently reports serving one client and managing roughly $80,000. It prepares written investment policy statements and generally recommends mutual funds, ETFs, fixed income, real estate funds (including REITs) and insurance products, including annuities, to implement client plans.
The firm documents client goals, time horizon and risk tolerance and applies a client‑tailored process that uses fundamental and cyclical analysis and a long‑term trading approach, with annual reviews and quarterly custodian reporting. JYEWM does not exercise investment discretion—transactions are executed only with client approval—and requires clients to use specific custodians for account custody and trade execution.
Notable operational features include formal outside businesses: the principal maintains an accounting practice and is a licensed insurance agent, with disclosed time commitments to those activities and acceptance of commission compensation for insurance sales; the brochure notes these create conflicts of interest that the firm documents and addresses through disclosure and periodic review. The firm’s solo‑advisor structure combined with its very small client base and AUM, its requirement that clients use designated broker‑dealers, and its policy not to aggregate block trades distinguish its operational profile from many peers.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $1,500
1.50% annually
Insurance product commissions and asset-based sales charges on mutual funds may be received by supervised persons; however, commissions are not the primary source of compensation.
Main office
739 High St
Portsmouth VA 23704
Advisors at this office
1
Most active in
Virginia
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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