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Jessup Wealth Management, Inc.

● SEC registered since 2022CRD 323035SEC# 801-127039Dayton, OH
Export (members)
Reg. AUM
$298.5M
Employees
12
Accounts
403
Location
Dayton, OH

Jessup Wealth Management, Inc. assets under management

Jessup Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Dayton, OH. The firm has been registered since 2022. It reports $298.5 million in regulatory assets under management and employs 12 people.
www.linkedin.com/company/jessup-wealth-management-incView on SEC.gov ↗

Jessup Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mark Jerome McEvily ControlCio, Managing Partner50-75%2015
Matthew C. Jessup ControlCeo, Cco, Managing Partner50-75%2009

Frequently asked questions

How much does Jessup Wealth Management, Inc. manage?

Jessup Wealth Management, Inc. reports $298.5 million in regulatory assets under management on its Form ADV.

How many employees does Jessup Wealth Management, Inc. have?

Jessup Wealth Management, Inc. reports 12 employees.

Where is Jessup Wealth Management, Inc. located?

Jessup Wealth Management, Inc. is based in Dayton, OH and has been SEC-registered since 2022.

Does Jessup Wealth Management, Inc. disclose fund performance?

Jessup Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35 Park Avenue, Dayton, OH 45419
Phone(937) 938-9105
Fax(937) 938-9170
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1963536
Discloses disciplinary historyNo

Assets under management

Discretionary$298.5M
Non-discretionary$0
Total (RAUM)$298.5M