{
  "crd_number": 153663,
  "slug": "djp-wealth-management-llc-tampa-fl-153663",
  "primary_business_name": "DJP WEALTH MANAGEMENT, LLC",
  "legal_name": "DJP WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-08-12",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 91281306.0,
  "raum_discretionary": 91281306.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 380553.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 6387284.0,
      "count": 15
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 84501385.0,
      "count": 25
    },
    "corporations_other_businesses": {
      "raum": 12084.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX",
    "VA"
  ],
  "websites": [
    "https://djpwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153663",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663",
  "display_name": "DJP Wealth Management, LLC",
  "summary": "DJP Wealth Management, LLC is a state-registered investment advisory firm in Tampa, FL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. DJP Wealth Management, LLC (CRD 153663): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is DJP Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DJP Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is DJP Wealth Management, LLC located?",
      "a": "DJP Wealth Management, LLC's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is DJP Wealth Management, LLC registered with the SEC or a state?",
      "a": "DJP Wealth Management, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153663."
    },
    {
      "q": "How much does DJP Wealth Management, LLC manage?",
      "a": "DJP Wealth Management, LLC reports $91,281,306 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does DJP Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (15); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does DJP Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153663"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 6387284.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 84501385.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 380553.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 12084.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153663",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}