AdvisorCensus / Financial advisors / Colorado / Denver / JHP Wealth Management, LLC
JHP Wealth Management, LLC
Filed as JHP WEALTH MANAGEMENT, LLC
JHP Wealth Management, LLC is an SEC-registered investment advisory firm in Centennial, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.
Quick answers
From the filingHow is JHP Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), JHP Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.
What does JHP Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 26, 2026 states: Up to $1,000,000: 0.9% a year; $1,000,000 to $2,000,000: 0.8% a year; $2,000,000 to $3,000,000: 0.7% a year; $3,000,000 to $5,000,000: 0.6% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is JHP Wealth Management, LLC located?
JHP Wealth Management, LLC's principal office is in Centennial, CO, according to its Form ADV.
Is JHP Wealth Management, LLC registered with the SEC or a state?
JHP Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 298784.
How much does JHP Wealth Management, LLC manage?
JHP Wealth Management, LLC reports $223,829,473 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).
How have JHP Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for JHP Wealth Management, LLC: Regulatory assets under management: $128,218,290 in the October 2021 data and $223,829,473 in the October 2026 data, up 75%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does JHP Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (57).
Which custodians does JHP Wealth Management, LLC use?
JHP Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does JHP 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 SEC record: https://adviserinfo.sec.gov/firm/summary/298784
Does JHP Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not require a minimum account size for opening/maintaining an account with our Firm."
What changed in JHP Wealth Management, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $192,137,442 to $223,829,473 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 0.9% |
| $1,000,000 to $2,000,000 | 0.8% |
| $2,000,000 to $3,000,000 | 0.7% |
| $3,000,000 to $5,000,000 | 0.6% |
| Above $5,000,000 | 0.5% |
The brochure's wording
Our investment advisory fees are an annual percentage of assets under management and outlined in the fee schedule below. We may negotiate a lower advisory fee.
First $1,000,000 0.90% Next $1,000,000 0.80% Next $1,000,000 0.70% Next $2,000,000 0.60% All Remaining Assets 0.50%
Account minimum: None
The brochure's wording
We do not require a minimum account size for opening/maintaining an account with our Firm.
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$223,829,473 as of October 2026, filing dated February 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $223,829,473 | 1 | February 26, 2026 |
| October 2025 | $192,137,442 | 1 | February 28, 2025 |
| October 2024 | $172,685,867 | 1 | February 29, 2024 |
| October 2023 | $143,896,748 | 2 | August 8, 2023 |
| October 2022 | $162,541,926 | 2 | February 14, 2022 |
| October 2021 | $128,218,290 | 2 | July 19, 2021 |
Regulatory assets under management: $128,218,290 in the October 2021 data and $223,829,473 in the October 2026 data, up 75%.
Total employees: 2 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $192,137,442 to $223,829,473 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. JHP Wealth Management, LLC (CRD 298784): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784