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MJP WEALTH ADVISORS
Legal name: MJP ASSOCIATES, INC.
CRD 127654File 801-63389
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.56B
Clients
906
3,057 accounts
Employees
21
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 1, 2004
- Principal office
- 74 BATTERSON PARK RD, SUITE 103, FARMINGTON, CT, 06032
- Phone
- 860-677-7755
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.56B
- Discretionary AUM
- $1.56B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,057
- Non-discretionary accounts
- 0
- Total accounts
- 3,057
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.6M |
| Charitable organizations | 5 | $13.2M |
| High net worth individuals | 279 | $987.5M |
| Pension and profit sharing plans | 36 | $297.9M |
| Individuals (other than high net worth individuals) | 586 | $254.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 14 | 21 | increased by7 |
| Feb 1, 2026 | Clients | 849 | 906 | increased by57 |
| Feb 1, 2026 | AUM | $1,319,055,891 | $1,561,803,600 | increased by$242,747,709 |
| Feb 1, 2026 | Accounts | 2,804 | 3,057 | increased by253 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 977 | 849 | decreased by128 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $905,486,554 | $1,319,055,891 | increased by$413,569,337 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,091 | 2,804 | increased by713 |
| Jul 1, 2022 | Clients | 886 | 977 | increased by91 |
| Jul 1, 2022 | AUM | $756,670,567 | $905,486,554 | increased by$148,815,987 |
| Jul 1, 2022 | Accounts | 1,906 | 2,091 | increased by185 |
| Jul 1, 2021 | Employees | 9 | 10 | increased by1 |
| Jul 1, 2021 | Clients | 879 | 886 | increased by7 |
| Jul 1, 2021 | AUM | $544,809,305 | $756,670,567 | increased by$211,861,262 |
| Jul 1, 2021 | Accounts | 1,665 | 1,906 | increased by241 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MJP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MJP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.