JDK Wealth Advisors
Financial Services • 
San Antonio, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 9830 Colonnade Blvd, Suite 290, San Antonio, Texas 78230, US |
| Phone number | +12107562570 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at JDK Wealth Advisors
Martha Beatriz Ortega
Executive Director Of Financial Planning
JDK Wealth Advisors Email Formats
JDK Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@jdkwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@jdkwealth.com | 50% |
{first name} | john@jdkwealth.com | 50% |
About JDK Wealth Advisors
JDK Wealth Advisors was founded in 2021 by Bradley W. Johnson, CFP®, Jonathan Paul Klug, CIMA®, CFP®, and Randy Daniels. With over 50 years of combined experience, we offer our clients a comprehensive knowledge of wealth management and a dedicated focus on the financial planning process. Using a holistic approach, we clarify, develop, and put into motion a personalized plan designed to achieve our clients’ goals. We help them gain peace of mind by removing the stresses of financial decision-making and simplifying the complexities of managing wealth. While each of our team members has more than a decade of experience, we consider ourselves a youthful group, bringing a high level of energy to the attention we give each relationship. When we meet a new client, we listen carefully to fully understand their circumstances and needs, their goals and dreams. Our goal is to foster our connection with each client and their families and build long-lasting, personal relationships over the generations to come. As an independent firm, we own 100% of our business. We are not subject to a corporate agenda and we don’t need to put the concerns of shareholders above the best interests of our clients. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Because managing your wealth requires commitment, reliability and expertise, we serve as a trustworthy partner and an objective advisor capable of setting your course towards your goals.
JDK Wealth Advisors revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
JDK Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
JDK Wealth Advisors has never raised funding before.
JDK Wealth Advisors Tech Stack
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