Brand profile · Financial Services

Jordan St Wealth Advisory

Jordan St Wealth Advisory works in Financial Services, out of Melbourne. Ownership is privately held; it publishes at jordanstwealth.com.au. It holds one address on record, all in Australia. The record counts 1 person. Tagged esg, risk management and funds management. The record links six similar brands, most of them in Financial Services.

LinkedIn

Profile live Privately Held Founded 2023 1 office country
Counted staff
1
self-reported band not used
Founded
2023
3 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Jordan St Wealth Advisory is a boutique, private wealth management advisory firm providing tailored long-term investment advisory service to high-net worth individuals, corporations, SMSF trustees and Foundations.

We pride ourselves on providing tailored and personalised service to each and every one of our clients. At the end of the day we all have our own objectives, goals and preferences when it comes to investing. At Jordan St we spend significant time in building a genuine understanding of our clients' unique needs and position our service offering appropriately.

Whilst our business is based in Melbourne, we service our clients all across Australia.

Our minimum requirement for new business is $1,000,000 (Funds under Management). We limit our intake to ensure the quality of our service is not compromised.

If you would like to learn more please visit our website.

Specialties

All 17 specialties
  • Client Management
  • Investment Specialist
  • Risk Management
  • Platform Solutions
  • Asset Allocation
  • Personal Service
  • High-Net Worth Investing
  • Family Office
  • Foundations
  • ESG
  • Wealth Management
  • Funds Management
  • Alternatives
  • Multi-Currency
  • Interest Bearing Securities
  • Domestic Equities
  • International Equities

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AUMelbournePrimary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

How many people work at Jordan St Wealth Advisory?

The record holds 1 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Jordan St Wealth Advisory have offices?

One address on record, Australia only. Primary: Melbourne.

Has Jordan St Wealth Advisory raised funding?

None linked to this brand.

What does Jordan St Wealth Advisory list as its specialties?

17 tags on the brand's own list, among them esg, risk management and funds management.

Which companies are listed alongside Jordan St Wealth Advisory?

7 profiles list Jordan St Wealth Advisory as a peer — 79th percentile in Financial Services. It lists ten peers of its own. The Advisory Depot and PropertySensor list it back.