← Back to searchVisit website
J.P. AUBRY WEALTH ADVISORS, LLC
CRD 322467
121 S ORANGE AVE, SUITE 1500, ORLANDO, FL, 32801, United States
Phone
(407) 496-4097
Fax
(407) 604-6808
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$6.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD