Hedge Fund Database

MJP WEALTH ADVISORS

MJP ASSOCIATES, INC. Legal Name

Adviser information for MJP WEALTH ADVISORS last updated from Form ADV on February 20th, 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 Connecticut, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 11
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,782 $1.1B
Non-Discretionary 0 $0
Total 2,782 $1.1B

Clients

Type Number RAUM
Individuals 880 $56.5M
HNW Individuals 478 $752.2M
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 37 $232.0M
Charitable organizations 5 $6.5M
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 <5 $9.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)MJP ONLINE ADVISOR SERVICE
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63389
SEC ERA File Number 801-63389
SEC CIK Numbers 715113
SEC CRD Numbers 127654
Legal Entity Identifier None

Principal Office

74 BATTERSON PARK RD
SUITE 103
FARMINGTON
CT
United States
Monday - Friday, 8:30AM - 5:00PM EST
Tel: 860-677-7755, Fax: 860-674-9336

Websites

twitter.com/mjpwealthadv www.linkedin.com/company/mjp-wealth-advisors/ www.facebook.com/mjpwealthadvisors/ www.mjpwealthadvisors.com/ www.youtube.com/@mjpwealthadvisors

Chief Compliance Officer

BRIAN H. VENDIG
PRESIDENT
320 POST ROAD WEST
SUITE 210
WESTPORT
CT
United States
Tel: (860) 677-7755
Fax: (860) 674-9336
(Full email address available in API data)

Regulatory Contact

MICHELE A. VENDIG
SENIOR VICE PRESIDENT
320 POST ROAD WEST
SUITE 210
WESTPORT
CT
United States
Tel: (203) 303-70:36
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VENDIG, BRIAN, HUGH Individual – PRESIDENT AND CHIEF COMPLIANCE OFFICER 04/2014 50-75%
VENDIG, MICHELE, ANN Individual – VICE PRESIDENT AND TREASURER 04/2014 50-75%

No. Employees, Historic

20100201920202021202220232024202510 on 6/18/201910 on 6/28/201910 on 7/2/201910 on 5/15/20209 on 5/27/20209 on 7/1/20209 on 8/31/202010 on 6/8/202110 on 11/18/202110 on 12/3/202110 on 1/21/202210 on 2/8/202210 on 6/14/202210 on 6/15/202210 on 11/8/202210 on 11/28/202210 on 3/9/202310 on 7/26/202310 on 9/11/202310 on 1/4/202410 on 1/5/202411 on 2/20/2024

RAUM, Historic

2B1B02019202020212022202320242025467597750 on 6/18/2019467597750 on 6/28/2019467597750 on 7/2/2019467597750 on 5/15/2020544809305 on 5/27/2020544809305 on 7/1/2020544809305 on 8/31/2020756670567 on 6/8/2021756670567 on 11/18/2021756670567 on 12/3/2021756670567 on 1/21/2022756670567 on 2/8/2022905486554 on 6/14/2022905486554 on 6/15/2022905486554 on 11/8/2022905486554 on 11/28/2022853430240 on 3/9/2023853430240 on 7/26/2023853430240 on 9/11/2023853430240 on 1/4/2024853430240 on 1/5/20241056627677 on 2/20/2024

No. Clients, Historic

2,0001,000020192020202120222023202420251324 on 6/18/20191324 on 6/28/20191324 on 7/2/20191324 on 5/15/2020879 on 5/27/2020879 on 7/1/2020879 on 8/31/2020886 on 6/8/2021886 on 11/18/2021886 on 12/3/2021886 on 1/21/2022886 on 2/8/2022977 on 6/14/2022977 on 6/15/2022977 on 11/8/2022977 on 11/28/20221016 on 3/9/20231016 on 7/26/20231016 on 9/11/20231016 on 1/4/20241016 on 1/5/20241400 on 2/20/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 226K 2K –
ABBVIE INC COM 817K 5K –
ACCENTURE PLC IRELAND SHS CLASS A 490K 2K –
ADOBE INC COM 625K 1K –
ADVANCED MICRO DEVICES INC COM 488K 3K –
AGILENT TECHNOLOGIES INC COM 380K 3K –
AIR PRODS & CHEMS INC COM 537K 2K –
AIRBNB INC COM CL A 545K 4K –
ALCON AG ORD SHS 292K 3K –
ALLEGION PLC ORD SHS 259K 2K –
ALPHABET INC CAP STK CL A 4M 25K –
ALPHABET INC CAP STK CL C 2M 10K –
AMAZON COM INC COM 6M 31K –
AMERICAN CENTY ETF TR US SML CP VALU 14M 158K –
AMERICAN EXPRESS CO COM 306K 1K –
AMERICAN TOWER CORP NEW COM 222K 1K –
AMERICAN WTR WKS CO INC NEW COM 325K 3K –
AMETEK INC COM 674K 4K –
AMGEN INC COM 898K 3K –
AMPHENOL CORP NEW CL A 479K 7K –
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 201K 3K –
API GROUP CORP COM STK 1M 30K –
APPLE INC COM 25M 120K –
APPLE INC COM 1K 100 –
APPLE INC COM 33K 34K –
APPLIED MATLS INC COM 286K 1K –
ARCHER DANIELS MIDLAND CO COM 243K 4K –
ASML HOLDING N V N Y REGISTRY SHS 580K 567 –
ASPEN TECHNOLOGY INC COM 287K 1K –
AT&T INC COM 428K 22K –
ATLASSIAN CORPORATION CL A 424K 2K –
AUTOMATIC DATA PROCESSING IN COM 413K 2K –
BANK AMERICA CORP COM 885K 22K –
BENTLEY SYS INC COM CL B 477K 10K –
BERKLEY W R CORP COM 386K 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K –
BJS WHSL CLUB HLDGS INC COM 245K 3K –
BLACKSTONE INC COM 560K 5K –
BRIGHT HORIZONS FAM SOL IN D COM 263K 2K –
BROADCOM INC COM 717K 446 –
CACI INTL INC CL A 1M 3K –
CADENCE DESIGN SYSTEM INC COM 753K 2K –
CARRIER GLOBAL CORPORATION COM 470K 7K –
CATERPILLAR INC COM 294K 883 –
CBRE GROUP INC CL A 867K 10K –
CENCORA INC COM 534K 2K –
CHARLES RIV LABS INTL INC COM 1M 6K –
CHEMED CORP NEW COM 265K 488 –
CHEVRON CORP NEW COM 586K 4K –
CHIPOTLE MEXICAN GRILL INC COM 802K 13K –
CHOICE HOTELS INTL INC COM 219K 2K –
CINTAS CORP COM 504K 719 –
CISCO SYS INC COM 442K 9K –
CLEAN HARBORS INC COM 1M 5K –
CME GROUP INC COM 216K 1K –
COCA COLA CO COM 717K 11K –
COLGATE PALMOLIVE CO COM 205K 2K –
COOPER COS INC COM 408K 5K –
COSTCO WHSL CORP NEW COM 2M 2K –
CROWDSTRIKE HLDGS INC CL A 229K 598 –
CROWN HLDGS INC COM 935K 13K –
DANAHER CORPORATION COM 2M 6K –
DIAGEO PLC SPON ADR NEW 325K 3K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2M 51K –
DIMENSIONAL ETF TRUST US EQUITY ETF 221K 4K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 215K 8K –
DISNEY WALT CO COM 690K 7K –
DOLBY LABORATORIES INC COM CL A 292K 4K –
DOLLAR GEN CORP NEW COM 523K 4K –
DUKE ENERGY CORP NEW COM NEW 284K 3K –
DYNATRACE INC COM NEW 392K 9K –
EATON CORP PLC SHS 472K 2K –
ECOLAB INC COM 460K 2K –
EDWARDS LIFESCIENCES CORP COM 793K 9K –
ELEVANCE HEALTH INC COM 204K 376 –
ELI LILLY & CO COM 3M 3K –
EOG RES INC COM 335K 3K –
EQUIFAX INC COM 361K 1K –
EXPONENT INC COM 246K 3K –
EXXON MOBIL CORP COM 1M 9K –
FAIR ISAAC CORP COM 374K 251 –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 206K 4K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 10M 225K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 752K 43K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 251K 3K –
FIRST TR EXCHNG TRADED FD VI SKYBRIDGE CRYPTO 241K 18K –
FORD MTR CO DEL COM 132K 11K –
FORTIVE CORP COM 547K 7K –
GALLAGHER ARTHUR J & CO COM 663K 3K –
GARTNER INC COM 400K 890 –
GE AEROSPACE COM NEW 460K 3K –
GLOBAL X FDS NASDAQ 100 COVER 3M 171K –
GLOBAL X FDS S&P 500 CATHOLIC 405K 6K –
HCA HEALTHCARE INC COM 349K 1K –
HDFC BANK LTD SPONSORED ADS 246K 4K –
HENRY JACK & ASSOC INC COM 331K 2K –
HOME DEPOT INC COM 1M 3K –
HONEYWELL INTL INC COM 228K 1K –
IDEXX LABS INC COM 486K 998 –
INTEL CORP COM 269K 9K –
INTERACTIVE BROKERS GROUP IN COM CL A 353K 3K –
INTERNATIONAL BUSINESS MACHS COM 1M 7K –
INTUIT COM 1M 2K –
INTUITIVE SURGICAL INC COM NEW 218K 489 –
INVESCO EXCH TRADED FD TR II ESG S&P 500 EQL 241K 10K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2M 15K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 453K 12K –
INVESCO QQQ TR UNIT SER 1 259K 541 –
ISHARES TR 0-5YR HI YL CP 239K 6K –
ISHARES TR 7-10 YR TRSY BD 33M 348K –
ISHARES TR CORE 1 5 YR USD 5M 114K –
ISHARES TR CORE HIGH DV ETF 5M 46K –
ISHARES TR CORE MSCI EAFE 367K 5K –
ISHARES TR CORE MSCI TOTAL 358K 5K –
ISHARES TR CORE S&P SCP ETF 239K 2K –
ISHARES TR CORE S&P TTL STK 210K 2K –
ISHARES TR CORE S&P500 ETF 1M 3K –
ISHARES TR ESG AWR MSCI USA 225K 2K –
ISHARES TR INTL SEL DIV ETF 214K 8K –
ISHARES TR MSCI USA ESG SLC 336K 3K –
ISHARES TR MSCI USA QLT FCT 385K 2K –
ISHARES TR RUS 1000 GRW ETF 14M 39K –
ISHARES TR RUS 2000 GRW ETF 485K 2K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 6M 97K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 200K 4K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 18M 364K –
JABIL INC COM 905K 8K –
JANUS DETROIT STR TR HENDRSON AAA CL 13M 250K –
JOHNSON & JOHNSON COM 920K 6K –
JPMORGAN CHASE & CO. COM 3M 14K –
KKR & CO INC COM 765K 7K –
KLA CORP COM NEW 699K 848 –
LAMB WESTON HLDGS INC COM 890K 11K –
LENNOX INTL INC COM 512K 958 –
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 1M 18K –
LINDE PLC SHS 451K 1K –
LOCKHEED MARTIN CORP COM 296K 633 –
LPL FINL HLDGS INC COM 425K 2K –
MARATHON PETE CORP COM 215K 1K –
MARVELL TECHNOLOGY INC COM 2M 24K –
MASTERCARD INCORPORATED CL A 963K 2K –
MCDONALDS CORP COM 669K 3K –
MERCK & CO INC COM 2M 13K –
META PLATFORMS INC CL A 3M 5K –
METLIFE INC COM 221K 3K –
MICROSOFT CORP COM 10M 22K –
MONOLITHIC PWR SYS INC COM 725K 882 –
MSCI INC COM 472K 979 –
NETFLIX INC COM 468K 693 –
NEXTERA ENERGY INC COM 367K 5K –
NOKIA CORP SPONSORED ADR 113K 30K –
NORDSON CORP COM 388K 2K –
NOVO-NORDISK A S ADR 694K 5K –
NVIDIA CORPORATION COM 10M 80K –
NXP SEMICONDUCTORS N V COM 215K 799 –
ON SEMICONDUCTOR CORP COM 443K 6K –
PALO ALTO NETWORKS INC COM 509K 2K –
PARKER-HANNIFIN CORP COM 276K 547 –
PEPSICO INC COM 755K 5K –
PFIZER INC COM 434K 16K –
PHILIP MORRIS INTL INC COM 447K 4K –
PIMCO ETF TR ENHAN SHRT MA AC 19M 190K –
POOL CORP COM 368K 1K –
PROCTER AND GAMBLE CO COM 1M 8K –
PROGRESSIVE CORP COM 716K 3K –
QUALCOMM INC COM 486K 2K –
RB GLOBAL INC COM 318K 4K –
READY CAPITAL CORP COM 258K 32K –
RITHM CAPITAL CORP COM NEW 111K 10K –
ROLLINS INC COM 364K 7K –
ROPER TECHNOLOGIES INC COM 276K 490 –
RTX CORPORATION COM 1M 11K –
S&P GLOBAL INC COM 334K 748 –
SAIA INC COM 313K 659 –
SALESFORCE INC COM 240K 934 –
SBA COMMUNICATIONS CORP NEW CL A 951K 5K –
SCHWAB STRATEGIC TR US SML CAP ETF 396K 8K –
SEMPRA COM 484K 6K –
SENSEONICS HLDGS INC COM 10K 25K –
SERVICENOW INC COM 1M 1K –
SITEONE LANDSCAPE SUPPLY INC COM 207K 2K –
SPDR S&P 500 ETF TR TR UNIT 382K 702 –
SPDR SER TR PORTFOLI S&P1500 3M 45K –
SPDR SER TR PORTFOLIO S&P400 3M 66K –
SPDR SER TR PORTFOLIO S&P500 489K 8K –
SPDR SER TR PORTFOLIO S&P600 5M 123K –
SPDR SER TR S&P 600 SMCP VAL 543K 7K –
STANLEY BLACK & DECKER INC COM 213K 3K –
SYNOPSYS INC COM 206K 346 –
T ROWE PRICE ETF INC PRICE BLUE CHIP 10M 259K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 589K 3K –
TARGET CORP COM 587K 4K –
TELEDYNE TECHNOLOGIES INC COM 234K 604 –
TERADYNE INC COM 502K 3K –
TESLA INC COM 899K 5K –
TEXAS INSTRS INC COM 602K 3K –
THE CIGNA GROUP COM 261K 791 –
THERMO FISHER SCIENTIFIC INC COM 969K 2K –
THOR INDS INC COM 217K 2K –
TJX COS INC NEW COM 220K 2K –
T-MOBILE US INC COM 338K 2K –
TRANE TECHNOLOGIES PLC SHS 328K 997 –
UBER TECHNOLOGIES INC COM 726K 10K –
UBER TECHNOLOGIES INC COM 2K 200 –
UNION PAC CORP COM 333K 1K –
UNITEDHEALTH GROUP INC COM 1M 3K –
VANECK ETF TRUST SEMICONDUCTR ETF 393K 2K –
VANGUARD INDEX FDS GROWTH ETF 3M 7K –
VANGUARD INDEX FDS MID CAP ETF 901K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 75M 151K –
VANGUARD INDEX FDS SMALL CP ETF 690K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 14M 52K –
VANGUARD INDEX FDS VALUE ETF 204K 1K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 251K 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 43M 238K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 7M 139K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 25K –
VANGUARD WORLD FD MEGA CAP INDEX 1M 6K –
VERALTO CORP COM SHS 406K 4K –
VERISK ANALYTICS INC COM 449K 2K –
VERIZON COMMUNICATIONS INC COM 403K 10K –
VERTEX PHARMACEUTICALS INC COM 294K 628 –
VISA INC COM CL A 2M 7K –
WABTEC COM 448K 3K –
WALKER & DUNLOP INC COM 386K 4K –
WALMART INC COM 1M 19K –
WATSCO INC COM 458K 989 –
WEC ENERGY GROUP INC COM 240K 3K –
WEST PHARMACEUTICAL SVSC INC COM 492K 1K –
WILLIAMS COS INC COM 415K 10K –
WORKDAY INC CL A 367K 2K –
ZEBRA TECHNOLOGIES CORPORATI CL A 339K 1K –
ZOETIS INC CL A 233K 1K –
ZURN ELKAY WATER SOLNS CORP COM 300K 10K –