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JFS WEALTH ADVISORS, LLC
CRD 145051File 801-68333
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.73B
Top 25% of cohort (national)
Discretionary AUM
$4.21B
Non-discretionary $521.4M
Clients
2,340
6,981 accounts
Employees
89
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 2, 2007
- Principal office
- 1479 N. HERMITAGE RD., HERMITAGE, PA, 16148
- Phone
- 724-962-3200
- Website
- HTTPS://WWW.JFSWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.73B
- Discretionary AUM
- $4.21B
- Non-discretionary AUM
- $521.4M
- Discretionary accounts
- 6,700
- Non-discretionary accounts
- 281
- Total accounts
- 6,981
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $152.4M |
| Charitable organizations | 36 | $158.0M |
| High net worth individuals | 877 | $3.29B |
| Pension and profit sharing plans | 66 | $464.7M |
| State or municipal government entities | 6 | $168.8M |
| Individuals (other than high net worth individuals) | 1,339 | $494.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 86 | 89 | increased by3 |
| Apr 1, 2026 | Clients | 2,219 | 2,340 | increased by121 |
| Apr 1, 2026 | AUM | $4,005,129,294 | $4,729,065,800 | increased by$723,936,506 |
| Apr 1, 2026 | Accounts | 6,297 | 6,981 | increased by684 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 74 | 86 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,103 | 2,219 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,534,570,136 | $4,005,129,294 | increased by$470,559,158 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,867 | 6,297 | increased by430 |
| Apr 1, 2022 | Employees | 69 | 74 | increased by5 |
| Apr 1, 2022 | Clients | 2,380 | 2,103 | decreased by277 |
| Apr 1, 2022 | AUM | $3,475,078,398 | $3,534,570,136 | increased by$59,491,738 |
| Apr 1, 2022 | Accounts | 6,133 | 5,867 | decreased by266 |
| Aug 1, 2021 | Employees | 65 | 69 | increased by4 |
| Aug 1, 2021 | Clients | 2,108 | 2,380 | increased by272 |
| Aug 1, 2021 | AUM | $2,805,307,383 | $3,475,078,398 | increased by$669,771,015 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JFS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JFS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.