SEC Form ADV

JFS WEALTH ADVISORS, LLC

Firm profile: JFS Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA
$4.7B
Assets Under Management
47
Total Clients
89
Employees
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Registration Details

Accession
crd-145051
Location
HERMITAGE, PA
Filing Date
August 27, 2026
AUM
$4.7B
Total Clients
47
Institutional Clients
108
Employees
89
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

JFS WEALTH ADVISORS, LLC is a registered investment adviser headquartered in HERMITAGE, PA, managing approximately $4.7B in assets across 47 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.