JP WEALTH MANAGEMENT, INC.
Adviser information for JP WEALTH MANAGEMENT, INC. last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 226 | $216.4M |
| Non-Discretionary | 0 | $0 |
| Total | 226 | $216.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 69 | $211.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $4.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
3401 SALTERBECK COURTSUITE 202
MT. PLEASANT
SC
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 866-562-6969, Fax: None
Websites
Chief Compliance Officer
JOHN FRANCIS CAREY
PRESIDENT
3401 SALTERBECK COURT
SUITE 202
MT. PLEASANT
SC
United States
Tel:
866-562-6969
J***@*******M
(Full email address available in API data)
Industry Affiliates
| PERLSON, LLP | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAREY, JOHN, FRANCIS | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 05/2004 | 25-50% |
| PERLSON, MARK | Individual | – | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | 05/2004 | 50-75% |