DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Jehm Wealth & Retirement, LLC
Latest filing Aug 13, 2026
First filing on the tape Aug 13, 2026 · 1 filings
RAUM
$65.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$64.4M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
- RAUM per advisor
- $21.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 39derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $333,983derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$34.8M53%
- High-net-worth individuals$29.6M45%
- Pension and profit-sharing plans$683,7451.0%
- Individual clients
- 105reported
- HNW clients
- 11reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 195reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Eric Robert Lahaie | Simpsonville, Sc | Aug 9, 2019 | 12 y | 3 |
| Jennifer Rebbecca Lahaie | Simpsonville, Sc | Aug 9, 2019 | 11 y | 2 |
| William Tyler Gray | Simpsonville, Sc | Aug 11, 2026 | 12 y | 3 |
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months0 left in 90 days1 joined in 90 days2 left over 36 months
Left, latest
- Aden Keith Partee to Alloy Investment ManagementMay 18, 2026 · Other
- Christopher Kelly Barton to Gradient Advisors, LLCJan 16, 2026 · Other
Joined, latest
- William Tyler Gray from Strategic Advisers LLCAug 11, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
- Christopher Kelly Barton from Brookstone Capital Management LLCAug 15, 2019 · RIA to a state-registered adviser
- Eric Robert Lahaie from Brookstone Wealth Advisors, LLCAug 9, 2019 · RIA to a state-registered adviser
- Jennifer Rebbecca Lahaie from Brookstone Wealth Advisors, LLCAug 9, 2019 · RIA to a state-registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Brookstone Wealth Advisors, LLCOct 8, 2019 · Simpsonville, Sc
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Simpsonville, Sc · principal | 2 | 0 | 2 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
3 dated events
- William Tyler Gray no longer holds an investment adviser registration (last listed at Jehm Wealth & Retirement, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Aden Keith Partee left Jehm Wealth & Retirement, Llc for Alloy Investment Management (registered 2026-05-22)May 18, 2026 · Advisor changed firm · fact
- Christopher Kelly Barton left Jehm Wealth & Retirement, Llc for Gradient Advisors, Llc (registered 2026-04-10)Jan 16, 2026 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jehmwealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- JEHMWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 864-527-0482reportedpublic record, Form ADV, Aug 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026