# JP Law and Wealth Advisors PLLC

> JP Law and Wealth Advisors PLLC is a state-registered investment advisory firm in Maitland, FL, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 314722
- Filed as: JP LAW AND WEALTH ADVISORS PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Maitland, FL
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314722
- AdvisorCensus page: https://advisorcensus.com/firm/jp-law-and-wealth-advisors-pllc-maitland-fl-314722

## Quick answers

**How is JP Law and Wealth Advisors PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), JP Law and Wealth Advisors PLLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JP Law and Wealth Advisors PLLC located?**
JP Law and Wealth Advisors PLLC's principal office is in Maitland, FL, according to its Form ADV.

**Is JP Law and Wealth Advisors PLLC registered with the SEC or a state?**
JP Law and Wealth Advisors PLLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314722.

**How much does JP Law and Wealth Advisors PLLC manage?**
JP Law and Wealth Advisors PLLC reports $201,000 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does JP Law and Wealth Advisors PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does JP Law and Wealth Advisors PLLC 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/314722

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $201,000
- Discretionary: $201,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $201,000 |

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

### Firm details
- Registered since: 2021 (5 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)
- jplawandwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JP Law and Wealth Advisors PLLC (CRD 314722): Form ADV filing data as of October 2026.