JP Wealth Management, Inc.
JP Wealth Management, Inc. is an SEC-registered wealth manager in Mt. Pleasant, SC with $274.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns JP Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129475, SEC 801-63273, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $274.0M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Mt. Pleasant, SC
- Employees
- 2
- Clients
- 71
- CRD
- 129475
- Ownership
- CAREY, JOHN, FRANCIS; PERLSON, MARK; DEO, MICHAEL, CHRISTOPHER
How much AUM does JP Wealth Management, Inc. have?
JP Wealth Management, Inc. reported $274.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns JP Wealth Management, Inc.?
Disclosed owners and executives of JP Wealth Management, Inc. include CAREY, JOHN, FRANCIS, PERLSON, MARK, DEO, MICHAEL, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.