JP LAW AND WEALTH ADVISORS PLLC

Overview

JP Law And Wealth Advisors Pllc is a small, independent registered investment adviser operating alongside legal and insurance services. The firm serves individual and family clients, combining financial planning and portfolio management for individuals and small businesses with education through seminars and workshops. Its operating model is fee-based with a fixed-fee structure, and the business appears positioned to cross-sell advisory work with law and insurance expertise. Investment activity is concentrated and equity-oriented. The firm shows a clear preference for exchange-traded equities and related instruments, and it uses third-party mutual funds and hedge funds when seeking exposure beyond direct equities. JP Law And Wealth Advisors Pllc does not characterize itself as an active ESG investor and is not structured as a multi-state adviser.

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Public Holdings

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Location & Offices