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J.P. MARVEL WEALTH MANAGEMENT, INC.
J.P. MARVEL INVESTMENT ADVISORS, INC.
CRD 144364 · SEC 801-68042
265 FRANKLIN STREET, SUITE 902, BOSTON, MA, 02110, United States
Phone
617-342-5600
Fax
617-342-5601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$820.7M
Discretionary AUM
$820.7M
Team
8 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.4M |
| High net worth individuals | 47 | $814.3M |
States served
MA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD