JESSUP WEALTH MANAGEMENT

35 Park Avenue
Dayton, Ohio 45419
Tel: (937) 938-9105

About JESSUP WEALTH MANAGEMENT

JESSUP WEALTH MANAGEMENT, formally registered with the SEC as JESSUP WEALTH MANAGEMENT. The firm was established in 12/15/2022. They have over 2 offices throughout the country.

JESSUP WEALTH MANAGEMENT is a Dayton, Ohio based Financial Planning firm with nearly $260,617,801 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323035
SEC#	801-127039
Assets Managed by Firm	$260,617,801
No. of Clients	387
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	387	$260,617,801
Individuals (other than high net worth individuals)	325	$106,634,852
High net worth individuals	60	$150,787,983
Charitable organizations	Fewer than 5 clients	$404,386
Corporations or other businesses	6	$2,790,580

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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