JDH Wealth Management, LLC
JDH Wealth Management, LLC is a fee-based Registered Investment Advisory firm headquartered in Santa Rosa, California. Founded in 2000, the firm is independently owned by Matthew Delaney and Ralph Jones and provides comprehensive wealth management and advisory services, including retirement, tax and estate planning, insurance, 401(k) plans, charitable giving, and business planning. The firm serves primarily high-net-worth individuals, families, and select institutional clients, requiring an annual minimum fee or minimum investable assets. JDH has a small team of 2 employees, focusing on personalized, client-centric service.
Investment Strategy
JDH Wealth Management, LLC employs a fee-based advisory model, focusing on holistic financial planning and investment management for individuals and families, particularly high-net-worth clients. The firm tailors portfolios based on clients’ financial goals, risk tolerance, and time horizons, using a diversified approach that includes equities, ETFs, estate strategies, tax planning, retirement solutions, and insurance planning. Their investment philosophy emphasizes long-term, disciplined wealth accumulation and risk mitigation, often leveraging strategic relationships for enhanced planning in taxes and retirement.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 13.62% | $17.8M | 496,230 | $34.59 | $35.84 | +$67.0K |
D DFIV | DIMENSIONAL ETF TRUST | 10.10% | $13.2M | 307,839 | $35.48 | $42.83 | +$1.0M |
D DFAT | DIMENSIONAL ETF TRUST | 9.62% | $12.6M | 232,777 | $55.66 | $53.96 | +$135.5K |
D DFUV | DIMENSIONAL ETF TRUST | 7.37% | $9.6M | 227,770 | $41.00 | $42.28 | +$769.4K |
D DFUS | DIMENSIONAL ETF TRUST | 5.97% | $7.8M | 116,327 | $63.88 | $67.02 | +$1.0M |