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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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