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JP WEALTH MANAGEMENT, INC.

Tel: 866-562-6969
3401 Salterbeck Court
Suite 202
Mt. Pleasant, South Carolina  29466-7117

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JP WEALTH MANAGEMENT, INC.

JP WEALTH MANAGEMENT, INC. is a Mt. Pleasant, South Carolina based financial advisory firm with nearly $216,381,760 in assets under management and provides investment advisory services for 226 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

129475

SEC#:

801-63273

No. of Clients:

226

Assets under Management

$216,381,760

No. of Advisors:

2

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