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JUST WEALTH LLC
CRD 324593
82 WENDELL AVE., SUITE 100, PITTSFIELD, MA, 01201, United States
Phone
6178041032
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.5M
Discretionary AUM
$27.5M
Team
1 total employees; 1 advisory reps; 17 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $3.5M |
| High net worth individuals | 7 | $20.4M |
| Charitable organizations | 8 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD