J.P. AUBRY WEALTH ADVISORS, LLC

J.P. AUBRY WEALTH ADVISORS, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 322467). Regulatory assets under management: $6.5M.

Registration

• CRD: 322467
• Type: Registered investment adviser
• Location: 121 S ORANGE AVE, ORLANDO, FL, 32801
• Phone: (407) 496-4097
• Latest filing: 2026-06-29
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322467 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search