J.P. WEALTH MANAGEMENT, LLC

Overview

J.P. Wealth Management, LLC operates as a small, fee-based advisory boutique focused on managing concentrated portfolios for a handful of high-net-worth clients and a limited number of institutional relationships. The firm charges a percentage of assets under management and delivers portfolio management services primarily for individuals and small businesses. Its documented posture is equity-focused, with a clear preference for exchange-traded securities as the core of client portfolios. The adviser does not position itself as a capital allocator or pension consultant and is not listed as an active ESG investor. The firm appears to run mostly non-discretionary mandates, which implies clients retain final trading authority while J.P. Wealth Management provides model construction, asset selection and ongoing advice. Given the small client base and single-office structure, the investment process is likely hands-on and tailored, with third-party managers used where the firm lacks in-house capabilities—particularly across alternative asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices