JP Wealth Management, Inc.

RIASEC Registered

Total AUM

$274M

Discretionary

$274M

100% of AUM

Avg account

$1M

Accounts

263

Employees

Advisory reps

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 129475
Registered since: June 24, 2004
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.6%
Pension & Profit Sharing Plans1.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

JP Wealth Management, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2004. The firm serves primarily individuals and families and identifies itself as a capital allocator, using both in-house portfolio management and external managers. Core services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, and the selection of other advisers when third-party manager exposure is required. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees. The firm does not list ESG investing as an active focus and is not positioned as a pension consultant or a multi-state adviser in its reporting. An industry affiliation with accounting professionals is noted, which may support its financial planning and tax-aware investment work.