# JP Wealth Management, Inc.

> JP Wealth Management, Inc. is an SEC-registered investment advisory firm in Mt. Pleasant, SC, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 129475
- Filed as: JP WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129475
- AdvisorCensus page: https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475

## Quick answers

**How is JP Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), JP Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is JP Wealth Management, Inc. located?**
JP Wealth Management, Inc.'s principal office is in Mt. Pleasant, SC, according to its Form ADV.

**Is JP Wealth Management, Inc. registered with the SEC or a state?**
JP Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 129475.

**How much does JP Wealth Management, Inc. manage?**
JP Wealth Management, Inc. reports $274,006,047 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have JP Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for JP Wealth Management, Inc.: Regulatory assets under management: $299,638,618 in the October 2021 data and $274,006,047 in the October 2026 data, down 9%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JP Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71).

**Which custodians does JP Wealth Management, Inc. use?**
JP Wealth Management, Inc.'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 JP 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/129475

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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: $274,006,047
- Discretionary: $274,006,047
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 71 | $270,166,291 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,839,756 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NJ, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jpwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $299,638,618 | 2 | March 25, 2021 |
| October 2022 | $233,913,109 | 2 | July 18, 2022 |
| October 2023 | $227,326,751 | 2 | September 19, 2023 |
| October 2024 | $216,381,760 | 2 | March 11, 2024 |
| October 2025 | $252,392,860 | 2 | March 17, 2025 |
| October 2026 | $274,006,047 | 2 | March 30, 2026 |

Regulatory assets under management: $299,638,618 in the October 2021 data and $274,006,047 in the October 2026 data, down 9%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JP Wealth Management, Inc. (CRD 129475): Form ADV filing data as of October 2026.