DJP WEALTH MANAGEMENT, LLC

DJP WEALTH MANAGEMENT, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 153663). Regulatory assets under management: $91.3M.

Registration

• CRD: 153663
• Type: Registered investment adviser
• Location: 4830 WEST KENNEDY BOULEVARD, TAMPA, FL, 33609
• Phone: 800-595-4042
• Latest filing: 2026-02-24
• Regulatory AUM: $91.3M
• Discretionary AUM: $91.3M
• Clients: 1
• Accounts: 138

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153663 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search