← Back to searchVisit website
JOLLEY WEALTH MANAGEMENT, LLC
CRD 334209
9375 E. SHEA BLVD., SUITE 100, SCOTTSDALE, AZ, 85260, United States
Phone
480-661-7600
Fax
480-779-1260
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
All web addresses on file
Official SEC filing: View on IAPD