# JP WEALTH MANAGEMENT, INC.

JP WEALTH MANAGEMENT, INC. of MT. PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 129475
- Type: SEC-registered investment adviser
- SEC file number: 801-63273
- Location: 3401 SALTERBECK COURT, SUITE 202, MT. PLEASANT, SC, 29466-7117
- Phone: 866-562-6969
- Latest filing: 2026-03-30
- Regulatory AUM: $274.0M
- Discretionary AUM: $274.0M
- Clients: 2
- Accounts: 263

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| John Francis Carey | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Mark Perlson | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | — |
| CAREY JOHN FRANCIS | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| PERLSON MARK | VICE PRESIDENT AND DIRECTOR OF FINANCIAL SERVICES | — |
| DEO MICHAEL CHRISTOPHER | PLANNER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 843-352-0283 |
| — | — | 1 | 843-352-0285 |
| — | — | 1 | 843-352-0282 |
| — | — | 1 | 843-352-0283 |
| — | — | 1 | 843-352-0285 |
| — | — | 1 | 843-352-0282 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129475/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129475/similar
- Related entities: https://search.stillhousedata.com/firm/129475/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129475

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.