JP Wealth Management, Inc.

RIASEC Registered
Total AUM
$274M
Discretionary
$274M
100% of AUM
Avg account
$1M
Accounts
263
Employees
2
Advisory reps
3

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
129475
Registered since
June 24, 2004
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.6%
  • Pension & Profit Sharing Plans1.4%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

JP Wealth Management, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2004. The firm serves primarily individuals and families and identifies itself as a capital allocator, using both in-house portfolio management and external managers. Core services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, and the selection of other advisers when third-party manager exposure is required. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees. The firm does not list ESG investing as an active focus and is not positioned as a pension consultant or a multi-state adviser in its reporting. An industry affiliation with accounting professionals is noted, which may support its financial planning and tax-aware investment work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, US Government Bonds 41%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 4%49%
  • Public Funds/Mutual Funds49%
  • US Government Bonds41%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities4%

Contacts

3 of 3
  • Suzette Carrier

    Investment ManagerCRD 1890482

  • John Carey

    AdvisorCRD 2470223

  • Mark Perlson

    Mark Perlson

    Director of Financial ServicesCRD 4797654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$101M in ETFs

Passive

54%

$54.6M

Active

46%

$46.5M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$36.1M812,39835.71%

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
3401 Salterbeck St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth