About Us

Who We Are

JLE Wealth Management, LLC is a California registered investment advisory firm dedicated to providing financial advisors and individual investors with risk managed ETF Model Portfolio solutions, along with thoughtful, relevant financial content designed to help support and achieve financial advisors’ goals.

We Are ETF Industry Thought Leaders

Our founder is the thought leader behind several innovative indexes licensed in the industry as Exchange Traded Funds (ETFs).
We provide relevant and timely investment-related content to help financial advisors expand their business and enhance their position as a solutions provider to their clients. These include market commentaries, white papers, newsletters, and articles, which can be personalized for distribution.

Insights and Resources

Our Partners