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J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.
CRD 335439File 801-132761
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.0M
Bottom 25% of cohort (national)
Discretionary AUM
$9.0M
Clients
33
33 accounts
Employees
65
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 30, 2025
- Principal office
- 270 PARK AVENUE, FLOOR 10, NEW YORK, NY, 10017
- Phone
- 212-464-2070
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.0M
- Discretionary AUM
- $9.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $273K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $501K |
| High net worth individuals | 6 | $4.4M |
| Individuals (other than high net worth individuals) | 26 | $4.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
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.