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.
SEC-registered adviser
Acme Jack Wealth Management
Legal name Acme Jack Investments, LLC
Latest filing Jun 16, 2026
First filing on the tape Mar 12, 2024 · 7 filings
SEC status approved since Apr 12, 2024
RAUM
$178M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$178M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$178M
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$178M as of Jun 16, 2026
Mar 31, 2025$181M then
HNW client RAUM$168M as of Jun 16, 2026
Mar 31, 2025$170M then
State-registered IARs (5.B.3)1 as of Jun 16, 2026
Mar 31, 20251 then
Employees (5.A)3 as of Jun 16, 2026
Mar 31, 20253 then
Private funds: no history
RAUM -1.7% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Jun 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $178MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 73derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.1MderivedHNW RAUM over HNW clients
- Average account
- $607,509derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- $178MreportedItem 5.I
- 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$168M95%
- Individuals$9.5M5.3%
- Individual clients
- 40reported
- HNW clients
- 33reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 293reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Wellborn Jack | Hudson, Oh | Apr 12, 2024 | 27 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Wellborn Jack from Stratos Wealth Advisors LLCApr 12, 2024 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph John Donohue · Chief Compliance Officercontrolsince 07/2024 · owns less than 5%
- Wellborn Jack · Managing Member, President And Chief Executive Officercontrolsince 05/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Jun 16, 2026wrap fee program participation (Item 5.I): no on the filing of 2026-03-25, yes on the filing of 2026-06-16peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Wrap assets (manager) · unset to 0.0Mar 25, 2026 to Jun 16, 2026
- Wrap assets (sponsor) · unset to 0.0Mar 25, 2026 to Jun 16, 2026
- Accounts · 386 to 293Jul 14, 2025 to Mar 25, 2026
- HNW clients · 42 to 33Jul 14, 2025 to Mar 25, 2026
- Individual clients · 32 to 40Jul 14, 2025 to Mar 25, 2026
- Discretionary RAUM · $181M to $178MJul 14, 2025 to Mar 25, 2026
- HNW RAUM · $170M to $168MJul 14, 2025 to Mar 25, 2026
- Individual RAUM · $10.9M to $9.5MJul 14, 2025 to Mar 25, 2026
- RAUM · $181M to $178MJul 14, 2025 to Mar 25, 2026
- Financial planning clients · 0 to 0Mar 31, 2025 to Jul 14, 2025
- Accounts · 372 to 386Aug 13, 2024 to Mar 31, 2025
- HQ city · unset to Aug 13, 2024 to Mar 31, 2025
- HQ state · unset to Aug 13, 2024 to Mar 31, 2025
- Discretionary RAUM · $173M to $181MAug 13, 2024 to Mar 31, 2025
- HNW RAUM · $163M to $170MAug 13, 2024 to Mar 31, 2025
- Individual RAUM · $10.4M to $10.9MAug 13, 2024 to Mar 31, 2025
- RAUM · $173M to $181MAug 13, 2024 to Mar 31, 2025
- Accounts · 0 to 372Apr 12, 2024 to Aug 13, 2024
- BD registered reps · 1 to 0Apr 12, 2024 to Aug 13, 2024
- HNW clients · unset to 42.0Apr 12, 2024 to Aug 13, 2024
- Individual clients · unset to 32.0Apr 12, 2024 to Aug 13, 2024
- Employees · 1 to 3Apr 12, 2024 to Aug 13, 2024
- Insurance-licensed employees · 0 to 1Apr 12, 2024 to Aug 13, 2024
- Discretionary RAUM · $0 to $173MApr 12, 2024 to Aug 13, 2024
- HNW RAUM · unset to 162709569.0Apr 12, 2024 to Aug 13, 2024
- Individual RAUM · unset to 10424148.0Apr 12, 2024 to Aug 13, 2024
- RAUM · $0 to $173MApr 12, 2024 to Aug 13, 2024
- Business name · ACMEJACKWEALTHMANAGEMENT to ACME JACK WEALTH MANAGEMENTMar 12, 2024 to Apr 12, 2024
Signals
2 dated events
- Joseph John Donohue (Chief Compliance Officer) appeared on Schedule A of Acme Jack Wealth ManagementAug 13, 2024 · Control person joined · fact
- Acmejackwealthmanagement filed its initial SEC registration (Form ADV)Mar 12, 2024 · First SEC registration · 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
- Principal office phone
- 330-909-1044reportedpublic record, Form ADV, Jun 16, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $178Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026