Jessup Wealth Management

Overview

Jessup Wealth Management is an independent, individual‑owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients and operates as a capital allocator, sourcing third‑party managers and placing clients into externally managed vehicles. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Jessup also operates an insurance brokerage alongside its advisory business. Fees are charged as a percentage of assets under management and through hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives