JP WEALTH MANAGEMENT, INC.

Overview

JP Wealth Management, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutional entities, and it also performs selection-of-other-advisers work — indicating it will bring external managers into client portfolios when appropriate. Fee arrangements include percentage of assets under management, hourly fees and fixed fees, so engagements range from comprehensive AUM mandates to project-based planning. On the investment side the firm tilts toward pooled public funds: mutual funds and ETFs are the dominant building blocks of client portfolios. At the same time JP Wealth Management uses third-party private placements and annuities where they fit client objectives, suggesting a willingness to mix liquid public vehicles with less liquid alternative allocations for qualified clients. The firm is not an active ESG investor and maintains an industry affiliation with accountants, which may support integrated tax and financial planning for high-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices