LJ
Lundmark, Jonathan Paul
State-registered
Wealth Manager · Boutique (under $100M)
CRD 127727
· Tyler, TX
☆ Save with Pro
ADV data as of Mar 07, 2026
- Regulatory AUM
- $2.9M
- Discretionary
- $0
- Clients
- 13
- Avg AUM / client
- $220K
- Accounts
- 13
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $621K | 21.7% |
| High net worth individuals | 3 | $2.2M | 78.3% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/07/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $2.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 07, 2026.
View current Form ADV (SEC/IAPD) ↗