Overview
Assets Under Management: $192 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
JHP WEALTH MANAGEMENT, LLC 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 #298784), JHP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JHP WEALTH MANAGEMENT, LLC is headquartered in CENTENNIAL, CO.
JHP WEALTH MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, JHP WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
JHP WEALTH MANAGEMENT, LLC manages $192 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, JHP WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 345
Discretionary Accounts: 344
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 298784
Last Filing Date: 2025-02-28 00:00:00
Website: https://jhpwealth.com