← Directory
JP WEALTH MANAGEMENT, INC.
CRD 129475File 801-63273
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$274.0M
Below cohort median (national)
Discretionary AUM
$274.0M
Clients
71
263 accounts
Employees
2
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 24, 2004
- Principal office
- 3401 SALTERBECK COURT, SUITE 202, MT. PLEASANT, SC, 29466-7117
- Phone
- 866-562-6969
- Website
- HTTPS://WWW.JPWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $274.0M
- Discretionary AUM
- $274.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 263
- Non-discretionary accounts
- 0
- Total accounts
- 263
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $270.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.8M |
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 businesses
- 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
- Yes
- 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 |
|---|---|---|---|
| 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.