Jessup Wealth Management
Jessup Wealth Management is an SEC-registered mass-market adviser in Dayton, OH with $360.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Jessup Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323035, SEC 801-127039, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $360.2M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Dayton, OH
- Employees
- 12
- Clients
- 411
- CRD
- 323035
- Ownership
- JESSUP, MATTHEW, C.; MCEVILY, MARK, JEROME; MUENCH, BRYAN, DOUGLAS
How much AUM does Jessup Wealth Management have?
Jessup Wealth Management reported $360.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Jessup Wealth Management?
Disclosed owners and executives of Jessup Wealth Management include JESSUP, MATTHEW, C., MCEVILY, MARK, JEROME, MUENCH, BRYAN, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.