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DJP WEALTH MANAGEMENT, LLC
CRD 153663
4830 WEST KENNEDY BOULEVARD, SUITE 600, TAMPA, FL, 33609, United States
Phone
800-595-4042
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.3M
Discretionary AUM
$91.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $6.4M |
| High net worth individuals | 25 | $84.5M |
| Pension/profit sharing plans | 1 | — |
| Charitable organizations | 1 | $381K |
| Corporations/business entities | 1 | $12K |
All web addresses on file
Official SEC filing: View on IAPD