JRS WEALTH MANAGEMENT LLC

CRD 306294File 801-135617

APPROVED

Retail clients

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$135.0M

Bottom 25% of cohort (national)

Discretionary AUM

$130.0M

Non-discretionary $5.0M

Clients

348

1,002 accounts

Employees

Bottom 25% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Mar 23, 2026
Principal office: 10808 SOUTH RIVERFRONT PARKWAY, SUITE 351, SOUTH JORDAN, UT, 84095
Phone: (801) 987-3973
Website: https://www.sfgclient.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $135.0M
Discretionary AUM: $130.0M
Non-discretionary AUM: $5.0M
Discretionary accounts: 1,000
Non-discretionary accounts: 2
Total accounts: 1,002
AUM per client: $388K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$10.0M
High net worth individuals	80	$60.0M
Pension and profit sharing plans	Fewer than 5	$5.0M
Individuals (other than high net worth individuals)	258	$60.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.