Jakob's Wealth Management

Name

Jakob's Wealth Management

Legal name

Jakob's Wealth Management

Website

https://jakobswealthmanagement.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

Keywords

• Wealth management services
• Retirement planning
• Financial advisory
• Investment management
• Estate planning

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Brokerage Services: Securities offered through Cetera Wealth Services LLC, a broker-dealer. Individuals affiliated with this broker/dealer firm may be Registered Representatives who offer brokerage services and receive transaction-based compensation (commissions).
2. Investment Advisory Services: Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Investment Adviser Representatives receive fees based on assets under management.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Jakob's Wealth Management provides personalized wealth management services to affluent individuals through a structured three-part process: organizing the client's financial life, building a risk-adjusted investment roadmap tied to the current financial landscape, and continually monitoring progress toward goals. Core service lines include investment planning, retirement planning (Social Security optimization, 401(k), IRA), estate planning (trusts, wealth transfer), tax planning (Roth conversions, tax-loss harvesting), and insurance planning (life, long-term care, disability). Brokerage execution is delivered through Cetera Wealth Services LLC and fee-based advisory services through Cetera Investment Advisers LLC.

Product overview

Jakob's Wealth Management offers a comprehensive wealth management platform centered around personalized financial advisory services. The core offering is a three-part wealth management structure: organizing financial lives, incorporating current market conditions into roadmaps, and ongoing progress monitoring. The product portfolio includes financial planning services (investment, retirement, estate, tax, and insurance planning) supported by financial calculators across multiple categories. Additional modules include an educational resource center with articles and guides, and webinars/events for client education. The services are provided through Cetera Wealth Services LLC with FINRA/SIPC oversight.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Personalized, advisor-led wealth management for affluent individuals combining financial planning, investment management, and ongoing portfolio monitoring under a structured three-part framework. Delivered via direct advisory relationships with affiliated advisors.
• Investment Planning Investment strategy development incorporating risk tolerance assessment and current financial landscape analysis, focused on capital markets participation for affluent individual clients.
• Retirement Planning Comprehensive retirement planning for individuals including Social Security optimization, 401(k) strategies, IRA planning, and retirement income strategies.
• Estate Planning Estate strategy development covering trust planning, estate tax strategies, probate management, and wealth transfer planning for future generations.
• Tax Planning Tax-efficient investment and withdrawal strategies including Roth conversions, tax-loss harvesting, and coordination with estate planning for affluent individuals.
• Insurance Planning Insurance needs assessment and coverage strategies including life insurance, long-term care, disability insurance, and Medicare planning for affluent clients.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Cetera Wealth Services LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Wealth Services LLC, member FINRA/SIPC. This is the broker-dealer firm through which registered representatives of Jakob's Wealth Management offer brokerage services and receive transaction-based compensation.
• Cetera Investment Advisers LLCcoreChannel Partner/ Reseller/ DistributorAdvisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. This is the registered investment adviser firm through which investment adviser representatives provide fee-based advisory services.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Charles Schwab Wealth Advisory: Schwab's fee-based wealth advisory service for clients with investable assets, providing investment planning, retirement, and goal-based advice. Competes directly for the same affluent and HNW clients with hybrid digital-plus-advisor delivery, leveraging Schwab's scale and custody infrastructure.
• Edward Jones: One of the largest U.S. retail wealth management and financial advisory firms, focused on mass-affluent and HNW clients through a national network of branch-based financial advisors. Directly comparable in target client (affluent households) and service mix (financial planning, retirement, estate, investment management), though vastly larger and more diversified.
• Cetera Financial Group: Parent organization of Cetera Wealth Services LLC and Cetera Investment Advisers LLC, the broker-dealer and RIA through which Jakob's Wealth Management operates. Provides institutional infrastructure (custody, compliance, technology) to a network of affiliated advisory practices serving similar affluent and HNW clients.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors and RIAs with custody, compliance, and technology infrastructure. Highly comparable to Jakob's affiliation model with Cetera, serving the same independent-advisor/mass-affluent segment, though at substantially greater scale.
• Northwestern Mutual Wealth Management: Large U.S. financial services company offering investment, retirement, estate, and insurance planning through a national network of financial advisors targeting affluent households. Comparable in service breadth (especially insurance + wealth), client segment, and advisor-led delivery.
• Raymond James Financial Services: Large diversified financial services firm supporting independent financial advisors in wealth management, retirement, and estate planning for affluent and HNW clients. Closely comparable business model (independent advisor network, mass-affluent focus, fee + commission revenue).
• Fidelity Wealth Services: Fidelity's wealth management arm offering financial planning, investment advisory, and retirement services to affluent individuals through Fidelity advisors and hybrid digital tools. Competes for the same affluent segment with comparable service breadth and strong brand.
• Merrill Lynch Wealth Management: Bank of America's wealth management division offering investment, retirement, estate, and banking services to mass-affluent and HNW clients through a national advisor network. Closely comparable in service breadth and client segment, with substantially larger AUM and brand.

Direct peers

• Avantax Wealth Management: A wealth management firm operating as a distinct community within Cetera Wealth Services LLC, serving mass-affluent and HNW clients with financial planning, tax, and advisory services. Closely comparable as a Cetera-affiliated advisory practice with similar service mix and target clients, and is actually referenced on Jakob's own website disclosure.
• Empower (formerly Personal Capital): Hybrid digital RIA combining technology-driven financial planning tools with human advisors serving affluent and HNW clients. Direct competitor for the same affluent client segment, with a comparable value proposition of personalized advice plus digital planning tools and dashboards.

Market position

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/JakobsWealth
• LinkedInlinkedin.com/company/jakob-s-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jakob's Wealth Management