# J.P. Aubry Wealth Advisors, LLC

> J.P. Aubry Wealth Advisors, LLC is a state-registered investment advisory firm in Orlando, FL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 322467
- Filed as: J.P. AUBRY WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322467
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-aubry-wealth-advisors-llc-orlando-fl-322467

## Quick answers

**How is J.P. Aubry Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. Aubry Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J.P. Aubry Wealth Advisors, LLC located?**
J.P. Aubry Wealth Advisors, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is J.P. Aubry Wealth Advisors, LLC registered with the SEC or a state?**
J.P. Aubry Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322467.

**How much does J.P. Aubry Wealth Advisors, LLC manage?**
J.P. Aubry Wealth Advisors, LLC reports $7,100,732 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does J.P. Aubry Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56).

**Does J.P. Aubry Wealth Advisors, LLC report any disciplinary disclosures?**
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/322467

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,100,732
- Discretionary: $7,100,732
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $7,100,732 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jpaubrywealth.com
- Facebook @jpawealth
- Instagram @jpawealth
- LinkedIn @jpaubry
- TikTok @jpawealth
- YouTube @RetirementWithJP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. Aubry Wealth Advisors, LLC (CRD 322467): Form ADV filing data as of October 2026.