Overview
Assets Under Management: $216 million
Headquarters: MT. PLEASANT, SC
High-Net-Worth Clients: 73
Average Client Assets: $3 million
Frequently Asked Questions
JP 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 #129475), JP WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
JP WEALTH MANAGEMENT, INC. is headquartered in MT. PLEASANT, SC.
JP WEALTH MANAGEMENT, INC. serves 73 high-net-worth clients according to their SEC filing dated March 11, 2024. View client details ↓
According to their SEC Form ADV, JP WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
JP WEALTH MANAGEMENT, INC. manages $216 million in client assets according to their SEC filing dated March 11, 2024.
According to their SEC Form ADV, JP WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 226
Discretionary Accounts: 226
Regulatory Filings
CRD Number: 129475
Last Filing Date: 2024-03-11 00:00:00
Website: https://jpwm.com