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MJP WEALTH ADVISORS
MJP ASSOCIATES, INC.
CRD 127654 · SEC 801-63389
74 BATTERSON PARK RD, SUITE 103, FARMINGTON, CT, 06032, United States
Phone
860-677-7755
Fax
860-674-9336
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.56B
Discretionary AUM
$1.56B
Team
21 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersMJP ONLINE ADVISOR SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 586 | $254.6M |
| High net worth individuals | 279 | $987.5M |
| Pension/profit sharing plans | 36 | $297.9M |
| Charitable organizations | 5 | $13.2M |
States served
VT, AZ, CA, CO, DC, GA, IL, ME, MD, MA, NE, NJ, NY, NC, OH, PA, RI, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD