Jessup Wealth Management, Inc.
● SEC registered since 2022CRD 323035SEC# 801-127039Dayton, OH
Reg. AUM
$360.2M
Employees
12
Accounts
916
Location
Dayton, OH
Jessup Wealth Management, Inc. assets under management
Jessup Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Dayton, OH. The firm has been registered since 2022. It reports $360.2 million in regulatory assets under management and employs 12 people.
Jessup Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Douglas Muench Control | Cco | Under 5% | 2026 |
| Mark Jerome McEvily Control | Cio, Managing Partner | 50-75% | 2015 |
| Matthew C. Jessup Control | Ceo, Managing Partner | 50-75% | 2009 |
Frequently asked questions
How much does Jessup Wealth Management, Inc. manage?
Jessup Wealth Management, Inc. reports $360.2 million in regulatory assets under management on its Form ADV.
How many employees does Jessup Wealth Management, Inc. have?
Jessup Wealth Management, Inc. reports 12 employees.
Where is Jessup Wealth Management, Inc. located?
Jessup Wealth Management, Inc. is based in Dayton, OH and has been SEC-registered since 2022.
Does Jessup Wealth Management, Inc. disclose fund performance?
Jessup Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 35 Park Avenue, Dayton, OH 45419 |
| Phone | (937) 938-9105 |
| Fax | (937) 938-9170 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1963536 |
| Discloses disciplinary history | No |
Regulatory AUM
$360.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$360.2Mregulatory AUM
Discretionary $360.2M