J.P. WEALTH MANAGEMENT, LLC

J.P. WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 251787). Regulatory assets under management: $85.9M.

Registration

• CRD: 251787
• Type: Registered investment adviser
• Phone: 512-318-5965
• Latest filing: 2026-03-24
• Regulatory AUM: $85.9M
• Non-discretionary AUM: $85.9M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 251787 on SEC IAPD (source of record)
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