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| Jessup Wealth Management Inc
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| CRD # | 323035 |
| SEC # | 801-127039 |
| CIK # | 0001963536 |
| AUM | 360.2 M (2026-05-18) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 937-938-9105 |
| Address | 35 Park Avenue Dayton, OH 45419 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 31.9 | ||
| Nvidia Corp | 23.7 | ||
| Apple Inc | 22.5 | ||
| Alphabet Inc | 15.3 | ||
| Microsoft Corp | 11.1 | ||
| Costco Wholesale Corp /NEW | 10.9 | ||
| Metropcs Communications Inc | 10.7 | ||
| Tesla Motors Inc | 9.7 | ||
| Advanced Micro Devices Inc | 9.6 | ||
| Alibaba Group Holding Ltd | 7.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 103.5 |
| (b) Individuals (high net worth individuals) | 88 | 248.4 |
| (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 | 3 | 2.8 |
| (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 | 8 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 916 | 360.2 |
| By Discretionary | ||
| Discretionary | 916 | 360.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 916 | 360.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.2 | |
| Total | 916 | 360.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963536] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional, Retail |
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