# J.P. Wealth Management, LLC

> J.P. Wealth Management, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 251787
- Filed as: J.P. WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/251787
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-wealth-management-llc-austin-tx-251787

## Quick answers

**How is J.P. Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J.P. Wealth Management, LLC located?**
J.P. Wealth Management, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is J.P. Wealth Management, LLC registered with the SEC or a state?**
J.P. Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 251787.

**How much does J.P. Wealth Management, LLC manage?**
J.P. Wealth Management, LLC reports $85,931,077 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**What types of clients does J.P. Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); charitable organizations (1).

**Does J.P. Wealth Management, 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/251787

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $85,931,077
- Discretionary: $0
- Non-discretionary: $85,931,077

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $82,126,748 |
| Charitable organizations | 1 | $3,804,329 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. Wealth Management, LLC (CRD 251787): Form ADV filing data as of October 2026.