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| Happy Holidays!! thanks for using AUM13F!! |
| Jessup Wealth Management Inc
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| CRD # | 323035 |
| SEC # | 801-127039 |
| CIK # | 0001963536 |
| AUM | $298.5 M (2025-03-11) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 937-938-9105 |
| Address | 35 Park Avenue Dayton, OH 45419 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 34.0 | ||
| Nvidia Corp | 20.7 | ||
| Apple Inc | 19.0 | ||
| Alphabet Inc | 11.4 | ||
| Advanced Micro Devices Inc | 10.7 | ||
| KKR & Co LP | 10.3 | ||
| Alibaba Group Holding Ltd | 8.1 | ||
| Tesla Motors Inc | 7.9 | ||
| Shopify Inc | 7.3 | ||
| AXA Equitable Holdings Inc | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 108.5 |
| (b) Individuals (high net worth individuals) | 68 | 186.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 298.5 |
| By Discretionary | ||
| Discretionary | 403 | 298.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 403 | 298.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.5 | |
| Total | 403 | 298.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963536] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Dovetail Wealth Management LLC
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TX | 0.3 |
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Taylor Frigon Capital Management LLC
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AZ | 0.3 |
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Brown Financial Advisors LLC
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OH | 0.3 |
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Certified Tax Service Inc
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IL | 0.3 |
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Targeted Financial Services LLC
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FL | 0.3 |
|
Bridgewater Asset Management LLC
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MO | 0.3 |
|
Kensington Investment Counsel LLC
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|
CA | 0.3 |
|
Athena Investment Management
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|
0.3 | |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Salvus Wealth Management LLC
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|
NJ | 0.3 |