J.p.morgan Wealth Management Solutions Inc.
J.p.morgan Wealth Management Solutions Inc. is an SEC-registered mass-market adviser in New York, NY with $9.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns J.p.morgan Wealth Management Solutions Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335439, SEC 801-132761, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $9.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 65
- Clients
- 33
- CRD
- 335439
- Ownership
- CHOI, MICHAEL; INGBER, ABBY, LYNN; J.P. MORGAN CHASE & CO.; Savino, Mary, E; JPMORGAN CHASE HOLDINGS LLC
How much AUM does J.p.morgan Wealth Management Solutions Inc. have?
J.p.morgan Wealth Management Solutions Inc. reported $9.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns J.p.morgan Wealth Management Solutions Inc.?
Disclosed owners and executives of J.p.morgan Wealth Management Solutions Inc. include CHOI, MICHAEL, INGBER, ABBY, LYNN, J.P. MORGAN CHASE & CO., Savino, Mary, E, JPMORGAN CHASE HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.