JACKSONVILLE WEALTH MANAGEMENT, LLC

CRD

309312

SEC file #

801-120427

EIN

473765523

DBA names

Jacksonville Wealth Management

Economics

AUM

$533.5M

AUM band

$500M-$1B

AUM trajectory

'22 · $308.8M

'23 · $308.8M

'25 · $434.6M

'26 · $533.5M

'22'26

$308.8M → $533.5M▲ +73%

sec adv history

Client mix

Individuals High Net Worth	517
Individuals Other	503
Corporations	14

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 4 advisors

'23 · 4 advisors

'25 · 4 advisors

'26 · 4 advisors

'22'26

4 advisors → 4 advisors▬ 0%

sec adv history

Primary office

JACKSONVILLE FL

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

02/24/2026

ADV-W filed at

—

Website

jaxwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CIEZ, DANIEL, MARTIN

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CIEZ, DANIEL, MARTIN

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

JAXWEALTH.COM

Rdap Domain Creation Date

2013-08-04T16:53:14Z

Rdap Firm Age Years

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

form 5500

SEC EDGAR

Edgar Cik

0002048486

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-01-21

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001420506-26-000763

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1426

Soi Zip Pct 200k Plus

0.0293

Soi Zip Returns 200k Plus

580

Soi Zip Total AGI

1,202,757

Fdic Zip Total Deposits

8,877,033,000

Fdic Zip Branch Count

252

Fdic Zip Top Banks

Regions Bank

First Union National Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	7
E*trade	4

adv brochure

Edgar Addresses

Mailing

8075 GATE PARKWAY WSUITE 101JACKSONVILLE, FL 32216

Business

8075 GATE PARKWAY WSUITE 101JACKSONVILLE, FL 32216

Edgar EIN

473765523

Edgar Recent Filings

13F-HR2026-04-28 · 0001420506-26-000763

13F-HR2026-02-04 · 0001420506-26-000157

Fdic Zip Branches Raw

American National Bank of FloridaJacksonville, FL

Sun Bank/North Florida, National AssociationJacksonville, FL

Fdic Zip HHI

835.8

Fdic Zip Top Bank Share Pct

22.09

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2033-08-04T16:53:14Z

Rdap Domain Last Changed

2024-02-28T13:32:51Z

Rdap Nameservers

Ns31.domaincontrol.comNs32.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	80,285
Returns	6,060

Stub 2

AGI	216,014
Returns	5,890

Stub 3

AGI	197,015
Returns	3,220

Soi Zip Total Business Income

32,482

Soi Zip Total Cap Gains

40,141

Soi Zip Total Dividends

13,736

Soi Zip Total Returns

19,780

Top Owner CRD

2319210

Trust Company Affiliate