J.P. Aubry Wealth Advisors, LLC

Overview

J.P. Aubry Wealth Advisors, LLC is an independent, individually owned registered investment adviser that works primarily with individuals and families. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with other services such as selection of outside advisers and insurance brokerage. The firm describes itself as a capital allocator, meaning it places client assets with external managers and funds when appropriate rather than exclusively managing all positions in-house. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not presented as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives