Overview
Assets Under Management: $298 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
JESSUP WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323035), JESSUP WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
JESSUP WEALTH MANAGEMENT, INC. is headquartered in DAYTON, OH.
JESSUP WEALTH MANAGEMENT, INC. serves 68 high-net-worth clients according to their SEC filing dated March 11, 2025. View client details ↓
According to their SEC Form ADV, JESSUP WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JESSUP WEALTH MANAGEMENT, INC. manages $298 million in client assets according to their SEC filing dated March 11, 2025.
According to their SEC Form ADV, JESSUP WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 403
Discretionary Accounts: 403
Regulatory Filings
CRD Number: 323035
Filing ID: 1951714
Last Filing Date: 2025-03-11 08:34:00
Website: https://jessupwealthmanagement.com