Jacksonville Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Jacksonville Wealth Management reports 1,034 clients. They include 517 high-net-worth individuals, 503 individual clients, and 14 corporations and other businesses. Of its assets, 100.0% ($534M across 2,095 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $315M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 16% |
| High-net-worth individuals | 50% | 84% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 503 | $83.5M | 15.7% | $166K |
| High-net-worth individuals | 517 | $446M | 83.6% | $863K |
| Pension and profit-sharing plans | Fewer than 5 | $123K | 0.0% | — |
| Charitable organizations | Fewer than 5 | $58.5K | 0.0% | — |
| Corporations and other businesses | 14 | $3.81M | 0.7% | $272K |
| Total | 1,034 | $534M | 100% | — |
- Clients
- 503
- Regulatory AUM
- $83.5M
- AUM share
- 15.7%
- Avg. per client
- $166K
- Clients
- 517
- Regulatory AUM
- $446M
- AUM share
- 83.6%
- Avg. per client
- $863K
- Clients
- Fewer than 5
- Regulatory AUM
- $123K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $58.5K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $3.81M
- AUM share
- 0.7%
- Avg. per client
- $272K
Total
- Clients
- 1,034
- Regulatory AUM
- $534M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jacksonville Wealth Management charges 0.60%–2.00% for its Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Negotiated fixed fees of $400 to $7,500 for financial plans, or hourly fees of $100 to $600, paid by check.
Daniel Ciez owns 75% or more of Jacksonville Wealth Management. The leadership team of Jacksonville Wealth Management includes Chief Compliance Officer Daniel Ciez. It has 13 employees, 4 of them in advisory roles.
Staff
- 13 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 75% or more of Jacksonville Wealth Management, LLC
Daniel Ciez
Control person · since September 2013
Jacksonville Wealth Management’s regulatory assets grew 2.1× from $254M (June 2021) to $534M (August 2026); clients rose from 410 to 1,034 and employees from 10 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $534M | 1,034 | 13 | 2 |
| Feb 2025February 2025 | $435M | 936 | 13 | 2 |
| Apr 2024April 2024 | $340M | 841 | 10 | 2 |
| Feb 2023February 2023 | $267M | 759 | 10 | 1 |
| Apr 2022April 2022 | $309M | 686 | 9 | 1 |
| Jun 2021June 2021 | $254M | 410 | 10 | 1 |
Besides its headquarters, Jacksonville Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 8075 Gate Parkway West, Suite #101, JacksonvilleHQ
Contact and registration details
- Legal name
- Jacksonville Wealth Management, LLC
- Headquarters
- 8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216
- Website
- Not reported
- Phone
- 904-923-7526
- @jacksonville-weatlh-management
- SEC file
- 801-120427
- Structure
- Florida LLC
- Fiscal year end
- December
Jacksonville Wealth Management’s named custodian for separately managed accounts is LPL Financial ($534M). Jacksonville Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $534M100%
At year end, Jacksonville Wealth Management’s separately managed accounts were mostly in funds (85%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $177M across 76 positions; the largest are State Str SPDR S&P 500 ETF T (12.8%), Invesco Qqq TR (10.0%) and Invesco Exchange Traded FD T (8.7%).
What the accounts hold
- Stocks13%
- Funds85%
- Bonds1%
- Cash2%
How many clients does Jacksonville Wealth Management have?
Jacksonville Wealth Management has 1,034 clients and manages $534 million for them, as of August 2026. They include 517 high-net-worth individuals, 503 individual clients, and 14 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Jacksonville Wealth Management offer?
Jacksonville Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jacksonville Wealth Management charge?
Jacksonville Wealth Management charges 0.60%–2.00% for its Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- JACKSONVILLE WEALTH MANAGEMENT, LLC, filed 10 August 2026
Which custodians does Jacksonville Wealth Management use?
Jacksonville Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $534M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026
How many financial advisors does Jacksonville Wealth Management have?
Jacksonville Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 13 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jacksonville Wealth Management invest in?
At the end of its last fiscal year, Jacksonville Wealth Management’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jacksonville Wealth Management?
Jacksonville Wealth Management’s direct owner is Daniel Ciez (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does Jacksonville Wealth Management get paid?
Jacksonville Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jacksonville Wealth Management?
Jacksonville Wealth Management’s main office is at 8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216. Its phone number is 904-923-7526.