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JP WEALTH MANAGEMENT, INC.

CRD 129475 · SEC 801-63273

Visit website

3401 SALTERBECK COURT, SUITE 202, MT. PLEASANT, SC, 29466-7117, United States

Phone

866-562-6969

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$274.0M

Discretionary AUM

$274.0M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING

Client types

TypeClientsAUM
High net worth individuals71$270.2M

States served

NJ, NY, SC, NH

All web addresses on file

Official SEC filing: View on IAPD