# 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.

- CRD: 298784
- Filed as: JHP WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centennial, CO
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298784
- AdvisorCensus page: https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- 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

> 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

> We do not require a minimum account size for opening/maintaining an account with our Firm.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $223,829,473
- Discretionary: $223,829,473
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $42,925,698 |
| High net worth individuals | 57 | $180,903,775 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @jhpwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,218,290 | 2 | July 19, 2021 |
| October 2022 | $162,541,926 | 2 | February 14, 2022 |
| October 2023 | $143,896,748 | 2 | August 8, 2023 |
| October 2024 | $172,685,867 | 1 | February 29, 2024 |
| October 2025 | $192,137,442 | 1 | February 28, 2025 |
| October 2026 | $223,829,473 | 1 | February 26, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $192,137,442 to $223,829,473 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JHP Wealth Management, LLC (CRD 298784): Form ADV filing data as of October 2026.