Jessup Wealth Management

Overview

Jessup Wealth Management is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional clients and combines advisory services with insurance brokerage capabilities. Its advisory offerings, as disclosed, include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and consulting on the selection of other advisers. Jessup charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees. The firm identifies itself as a capital allocator, meaning it places client capital with outside managers in addition to managing portfolios directly. It does not report an active ESG investing program and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices