Jp Wealth Management, Inc.
● SEC registered since 2004CRD 129475SEC# 801-63273Mt. Pleasant, SC
Reg. AUM
$274M
Employees
2
Accounts
263
Location
Mt. Pleasant, SC
Jp Wealth Management, Inc. assets under management
Jp Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Mt. Pleasant, SC. The firm has been registered since 2004. It reports $274 million in regulatory assets under management and employs 2 people.
Jp Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Francis Carey Control | President / Chief Compliance Officer | 25-50% | 2004 |
| Mark Perlson Control | Vice President And Director Of Financial Services | 50-75% | 2004 |
Frequently asked questions
How much does Jp Wealth Management, Inc. manage?
Jp Wealth Management, Inc. reports $274 million in regulatory assets under management on its Form ADV.
How many employees does Jp Wealth Management, Inc. have?
Jp Wealth Management, Inc. reports 2 employees.
Where is Jp Wealth Management, Inc. located?
Jp Wealth Management, Inc. is based in Mt. Pleasant, SC and has been SEC-registered since 2004.
Does Jp Wealth Management, Inc. disclose fund performance?
Jp 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 | 3401 Salterbeck Court, Suite 202, Mt. Pleasant, SC 29466-7117 |
| Phone | 866-562-6969 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1967622 |
| Discloses disciplinary history | No |
Regulatory AUM
$274M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$274Mregulatory AUM
Discretionary $274M