DJP WEALTH MANAGEMENT, LLC

Overview

DJP Wealth Management, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines financial planning and discretionary portfolio management across individual accounts and pooled investment vehicles, and it performs advisor selection when clients require outside managers. Fee arrangements include percentage-of-assets management and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Investment activity centers on managed discretionary mandates and third‑party allocations. Public mutual funds form the core of client portfolios, while the firm also sources alternative strategies—hedge funds, private placements and real estate—through external managers to supplement traditional exposures. DJP Wealth Management operates with a focus on tailoring solutions across client types rather than indexing or single-strategy replication.

Assets & Accounts

Investments & Alternatives

Location & Offices