MJP Wealth Advisors
Firm details
- Headquarters
- Farmington, Connecticut
- CRD number
- 127654
- Registered since
- September 1, 2004
- Website
- mjpassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.23%
- Pension & Profit Sharing Plans19.07%
- Individuals16.3%
- Charitable Organizations0.85%
- Corporations / Businesses0.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MJP Wealth Advisors is an independent, privately owned registered investment adviser formed in 2004 that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its typical fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. MJP does not position itself as an active ESG investor. The firm has been recognized in industry rankings, appearing in Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and earning listings from Forbes in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds59%
- Exchange Traded Equities26%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1
Brian Vendig
President and Chief Investment OfficerCRD 5964397
Contacts
3 of 12
Nicolas Suarez
Wealth AssociateCRD 7909984
Kevin Brady
Wealth AdvisorCRD 6456137
Timothy Fitzgerald
Retirement Plan AdvisorCRD 4639812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$767M in ETFs
35%
$269M
48%
$498M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $98.3M | 143,107 | 12.81% |
Location
Farmington, CT
Hartford
Location
Farmington, CT
Headquartered in Farmington, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 74 Batterson Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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