MJP WEALTH ADVISORS

Legal name: MJP ASSOCIATES, INC.

CRD 127654File 801-63389

APPROVED

Retail clients

Custody

Filing as of Jun 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.56B

Above cohort median (national)

Discretionary AUM

$1.56B

Clients

906

3,057 accounts

Employees

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
Website: https://X.COM/MJPWEALTHADV

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.