JP WEALTH MANAGEMENT, INC.

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

About JP WEALTH MANAGEMENT, INC.

JP WEALTH MANAGEMENT, INC, formally registered with the SEC as JP WEALTH MANAGEMENT, INC. The firm was established in 06/24/2004. They have over 4 offices throughout the country.

JP WEALTH MANAGEMENT, INC. is a Mt. Pleasant, South Carolina based Financial Planning firm with nearly $216,381,760 assets under management, offering retirement planning & investment advisory services to 226 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129475
SEC#	801-63273
Assets Managed by Firm	$216,381,760
No. of Clients	226
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	226	$216,381,760
High net worth individuals	69	$211,683,427
Pension and profit sharing plans	6	$4,698,333

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