JP Wealth Management, Inc.
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
FINTRXOverview
JP Wealth Management, Inc. is an independent, SEC-registered advisory corporation owned by an individual and operating since 2004. The firm serves primarily individual and family clients and positions itself as a capital allocator that also selects outside managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and manager selection. Compensation is flexible: percentage of AUM, hourly charges, and fixed fees are all used. The firm does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser. It lists an affiliation with an accounting professional.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- US Government Bonds41%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities4%
Contacts
3 of 3
Mark Perlson
Director of Financial ServicesCRD 4797654
John Carey
PresidentCRD 2470223
Suzette Carrier
Investment ManagerCRD 1890482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$101M in ETFs
53%
$54.2M
47%
$47.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $36.2M | 814,968 | 35.65% |
Location
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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