JP WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$274,006,047
Discretionary
$274,006,047
Non-discretionary
$0
Firm details
- CRD number
- 129475
- SEC file number
- 801-63273
- Main office
- MT. PLEASANT, SC, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://WWW.JPWM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.