# J.P. Marvel Wealth Management, Inc.

> J.P. Marvel Wealth Management, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 144364
- Filed as: J.P. MARVEL WEALTH MANAGEMENT, INC.
- Legal name: J.P. Marvel Investment Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144364
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-marvel-wealth-management-inc-boston-ma-144364

## Quick answers

**How is J.P. Marvel Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. Marvel Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is J.P. Marvel Wealth Management, Inc. located?**
J.P. Marvel Wealth Management, Inc.'s principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is J.P. Marvel Wealth Management, Inc. registered with the SEC or a state?**
J.P. Marvel Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144364.

**How much does J.P. Marvel Wealth Management, Inc. manage?**
J.P. Marvel Wealth Management, Inc. reports $820,745,015 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have J.P. Marvel Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for J.P. Marvel Wealth Management, Inc.: Regulatory assets under management: $457,949,329 in the October 2021 data and $820,745,015 in the October 2026 data, up 79%. Total employees: 10 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J.P. Marvel Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (22).

**Which custodians does J.P. Marvel Wealth Management, Inc. use?**
J.P. Marvel Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Global Markets, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does J.P. Marvel Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144364

**Does J.P. Marvel Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "J.P. Marvel generally requires a minimum account size of $2,000,000. However, the minimum account size is negotiable and may be waived or modified at the Advisor’s discretion."

**What changed in J.P. Marvel Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $680,228,372 to $820,745,015 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> J.P. Marvel generally requires a minimum account size of $2,000,000. However, the minimum account size is negotiable and may be waived or modified at the Advisor’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- State Street Global Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $820,745,015
- Discretionary: $820,745,015
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,434,551 |
| High net worth individuals | 47 | $814,310,464 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2007 (19 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [jpmarvel.com](https://jpmarvel.com)
- LinkedIn @1805293

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $457,949,329 | 10 | March 29, 2021 |
| October 2022 | $580,262,272 | 7 | March 28, 2022 |
| October 2023 | $483,585,647 | 7 | March 31, 2023 |
| October 2024 | $564,210,037 | 8 | March 8, 2024 |
| October 2025 | $680,228,372 | 8 | March 28, 2025 |
| October 2026 | $820,745,015 | 8 | March 27, 2026 |

Regulatory assets under management: $457,949,329 in the October 2021 data and $820,745,015 in the October 2026 data, up 79%.
Total employees: 10 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $680,228,372 to $820,745,015 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. Marvel Wealth Management, Inc. (CRD 144364): Form ADV filing data as of October 2026.