{"url":"https://nivawealth.com/firms/jdh-wealth-management-112474","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112474","regulatoryAum":494918850,"crd":"112474","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4691572","suffix":null,"lastName":"DELANEY","firstName":"MATTHEW","middleName":"JAMES"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-03","regulatoryAum":227135868,"clients":111,"employees":5,"offices":2},{"filedOn":"2022-02-07","regulatoryAum":305218644,"clients":132,"employees":3,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":286041386,"clients":137,"employees":3,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":323442958,"clients":138,"employees":2,"offices":1},{"filedOn":"2025-02-25","regulatoryAum":483147248,"clients":141,"employees":2,"offices":1},{"filedOn":"2026-04-14","regulatoryAum":494918850,"clients":136,"employees":2,"offices":1}],"secFileNumber":"801-96201","legalName":"JDH 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$300 per hour, or as a fixed fee of $6,000, agreed before contracting.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041427","versionId":1041427,"submittedOn":"2026-04-14","documentName":"JDH WEALTH MANAGEMENT, LLC FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:30:39.55986+00:00","documents":[{"name":"JDH WEALTH MANAGEMENT, LLC FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041427","versionId":1041427,"submittedOn":"2026-04-14"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":362132636},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":121391576}],"custodyNote":"JDH Wealth Management has custody of client 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They include 73 high-net-worth individuals, 54 individual clients and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JDH Wealth Management offer?","answer":"JDH Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does JDH Wealth Management charge?","answer":"JDH Wealth Management charges 0.20%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable, has a $12,500 annual minimum and requires an account of at least $1,000,000.","source":"JDH WEALTH MANAGEMENT, LLC FORM ADV PART 2, filed 14 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does JDH Wealth Management use?","answer":"JDH Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $362M and National Financial Services LLC (Boston, MA), with $121M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JDH Wealth Management have?","answer":"JDH Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JDH Wealth Management invest in?","answer":"At the end of its last fiscal year, JDH Wealth Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 19% U.S. government and agency bonds, 15% state and local bonds, 9% cash and equivalents, 6% exchange-traded equities, 1% non-exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Employer-Sponsored Retirement Plan Account.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does JDH Wealth Management have a minimum investment?","answer":"Yes, JDH Wealth Management’s minimum account size for its Investment Management Services is $1M. It charges a $12.5K annual minimum fee.","source":"JDH WEALTH MANAGEMENT, LLC FORM ADV PART 2, filed 14 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns JDH Wealth Management?","answer":"JDH Wealth Management’s direct owner is Matthew Delaney (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JDH Wealth Management get paid?","answer":"JDH 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact JDH Wealth Management?","answer":"JDH Wealth Management’s main office is at 181 Concourse Boulevard, Suite A, Santa Rosa, CA 95403. Its phone number is 707-542-1110. Its website is jdhwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/jdh-wealth-management-112474/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-04-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2022512/000202251226000005/0002022512-26-000005-index.html","totalValue":148302631,"positionCount":54,"top10Share":0.6899468897487058,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQUITY 2","cusip":"25434V708","value":18848217,"shares":485029,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":15415398,"shares":292069,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":13922883,"shares":222944,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}