J.P. Aubry Wealth Advisors, LLC

Overview

J.P. Aubry Wealth Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm serves primarily individuals and families and positions itself as a capital allocator that selects third‑party managers on clients’ behalf. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as an insurance broker. Fee arrangements are flexible and include a percentage‑of‑assets model alongside hourly and fixed‑fee engagements. The adviser does not characterize itself as an active ESG investor and appears to operate within a single state.

Assets & Accounts

Investments & Alternatives

Location & Offices