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Jp Wealth Management, Inc.

● SEC registered since 2004CRD 129475SEC# 801-63273Mt. Pleasant, SC
Export (members)
Reg. AUM
$252.4M
Employees
2
Accounts
262
Location
Mt. Pleasant, SC

Jp Wealth Management, Inc. assets under management

Jp Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Mt. Pleasant, SC. The firm has been registered since 2004. It reports $252.4 million in regulatory assets under management and employs 2 people.
www.jpwm.comView on SEC.gov ↗

Jp Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Francis Carey ControlPresident / Chief Compliance Officer25-50%2004
Mark Perlson ControlVice President And Director Of Financial Services50-75%2004

Frequently asked questions

How much does Jp Wealth Management, Inc. manage?

Jp Wealth Management, Inc. reports $252.4 million in regulatory assets under management on its Form ADV.

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

Jp Wealth Management, Inc. reports 2 employees.

Where is Jp Wealth Management, Inc. located?

Jp Wealth Management, Inc. is based in Mt. Pleasant, SC and has been SEC-registered since 2004.

Does Jp Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address3401 Salterbeck Court, Suite 202, Mt. Pleasant, SC 29466-7117
Phone866-562-6969
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
CIK1967622
Discloses disciplinary historyNo

Assets under management

Discretionary$252.4M
Non-discretionary$0
Total (RAUM)$252.4M