SourcingSourcing

JRS WEALTH MANAGEMENT LLC

C48
CRD 306294·SEC 801-135617·SOUTH JORDAN, UT
AUM
$135.0M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$405K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JRS WEALTH MANAGEMENT LLC
CRD
306294
SEC file #
801-135617
EIN
821306760
DBA names
—

Economics

AUM
$135.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other258
Individuals High Net Worth80
Corporations10

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
SOUTH JORDAN UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
sfgclient.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEGELKE, JEFFREY, ROGER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SEGELKE, JEFFREY, ROGER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SFGCLIENT.COM
Rdap Domain Creation Date
2007-04-18T03:45:11Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
1,858,325
Form 5500 Compensation Trajectory 3y
20251,858,325
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
1,858,325
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001761755
Edgar Registered
Yes
Edgar Filing Count
33
Edgar First Filing Date
2019-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003153

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Business
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Edgar EIN
821306760
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003153
13F-HR2026-02-11 · 0001580642-26-000991
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-18T03:45:11Z
Rdap Domain Last Changed
2026-04-18T15:30:37Z
Rdap Nameservers
Ns1.wix.comNs2.wix.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3153603
Trust Company Affiliate
No

People (2)

2
SEGELKE, JEFFREY, ROGER
IAR · Direct Owner · 87.5%
3153603
Keaton Secretan
IAR
7235257