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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JDH WEALTH MANAGEMENT, LLC

CRD 112474

SANTA ROSA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c72c86b-3377-b860-c04d-e700f0b55830

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Mar 26, 2012 to Apr 14, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $495MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $495M
Private client RAUM: $483MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $495Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 392
Individual clients: 54
High net worth clients: 73
SEC number: 801-96201
CIK: 2022512
CRD: 112474
Filings on the tape: 26
First filed: Mar 26, 2012
Latest filed: Apr 14, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW JAMES DELANEY	n/a	SANTA ROSA, CA	20	22	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DELANEY, MATTHEW, JAMES	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	02/2010	Mar 26, 2012	Mar 15, 2024
JONES, RALPH, JOHN	Member	B	no	01/2000	Mar 26, 2012	Mar 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LINKENHEIMER LLP	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$495M	$495M	2	2	0	n/a	n/a
2024	Feb 25, 2025	$483M	$483M	2	2	0	n/a	n/a
2023	Mar 15, 2024	$323M	$323M	2	2	0	n/a	n/a
2022	Mar 21, 2023	$286M	$286M	3	1	0	n/a	n/a
2021	Feb 7, 2022	$305M	$305M	3	2	0	n/a	n/a
2020	Mar 5, 2021	$227M	$227M	5	3	0	n/a	n/a
2019	Feb 21, 2020	$210M	$210M	5	3	0	n/a	n/a
2018	Mar 6, 2019	$173M	$173M	5	2	0	n/a	n/a
2017	Mar 22, 2018	$176M	$176M	5	2	0	n/a	n/a
2016	Feb 2, 2017	$146M	$146M	5	2	n/a	n/a	n/a
2015	Jan 12, 2016	$110M	$110M	5	2	n/a	n/a	n/a
2011	Mar 26, 2012	$71.6M	$71.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	100.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$495M	$483M	2.4%	$286M	20.1%	2	2	0	0

Relationships

Registered with (3)

← MATTHEW JAMES DELANEYAdvisorregistration: current employment
Mar 10, 2006 to presentfactForm ADV
← Benjamin Alan TurnerAdvisorregistration: previous registration
Nov 3, 2023 to Jun 4, 2026factForm ADV
← ERIC JOHN KEATINGAdvisorregistration: previous registration
Jan 14, 2019 to Jul 7, 2022factForm ADV

Controls (1)

← DELANEY, MATTHEW, JAMESOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 26, 2012 to Mar 15, 2024factForm ADV

Owns (1)

← JONES, RALPH, JOHNOwnerMEMBER, ownership code B, individual
Mar 26, 2012 to Mar 15, 2024factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
Benjamin Alan Turner left Jdh Wealth Management, Llc for Focus Partners Wealth, Llc (registered 2026-07-16)
Form ADVobserved 4 days ago
Occurred
Feb 25, 2025
Regulatory AUM changed
Jdh Wealth Management, Llc reported RAUM $483.1M, up 49% from $323.4M (2024-03-15 to 2025-02-25)
Form ADVobserved 4 days ago
$160M
Occurred
Jul 7, 2022
Advisor changed firm
Eric John Keating left Jdh Wealth Management, Llc for Willow Creek Wealth Management, Inc. (registered 2025-01-09)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2022
Control person left
James Timothy Delaney (Member) no longer on Schedule A of Jdh Wealth Management, Llc (listed 2021-05-03, absent 2022-02-07)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2015
First Form ADV filing
Jdh Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c72c86b-3377-b860-c04d-e700f0b55830
First observed: Mar 26, 2012
Last observed: Apr 14, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JDH WEALTH MANAGEMENT, LLC

CRD 112474

SANTA ROSA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c72c86b-3377-b860-c04d-e700f0b55830

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW JAMES DELANEY

n/a

SANTA ROSA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DELANEY, MATTHEW, JAMES

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

02/2010

Mar 26, 2012

Mar 15, 2024

JONES, RALPH, JOHN

Member

01/2000

Mar 26, 2012

Mar 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LINKENHEIMER LLP

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$495M

n/a

2024

Feb 25, 2025

$483M

n/a

2023

Mar 15, 2024

$323M

n/a

2022

Mar 21, 2023

$286M

n/a

2021

Feb 7, 2022

$305M

n/a

2020

Mar 5, 2021

$227M

n/a

2019

Feb 21, 2020

$210M

n/a

2018

Mar 6, 2019

$173M

n/a

2017

Mar 22, 2018

$176M

n/a

2016

Feb 2, 2017

$146M

n/a

2015

Jan 12, 2016

$110M

n/a

2011

Mar 26, 2012

$71.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

100.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$495M

$483M

2.4%

$286M

20.1%