J.P. Aubry Wealth Advisors, LLC

Overview

J.P. Aubry Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual proprietor. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It acts as a capital allocator and charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices