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JESSUP WEALTH MANAGEMENT
JESSUP WEALTH MANAGEMENT, INC.
CRD 323035 · SEC 801-127039
35 PARK AVENUE, DAYTON, OH, 45419, United States
Phone
(937) 938-9105
Fax
(937) 938-9170
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$360.2M
Discretionary AUM
$360.2M
Team
12 total employees; 7 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $103.5M |
| High net worth individuals | 88 | $248.4M |
| Charitable organizations | 3 | $2.8M |
| Corporations/business entities | 8 | $5.4M |
States served
IL, IN, KY, LA, NY, NC, OH, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD