JHP Wealth Management LLC

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Assets, Funds, Holdings

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JHP Wealth Management LLC
CRD #298784
SEC #801-119280
CIK #
AUM $172.7 MM (2024-02-29)
Employees 1 (100% Investors, 0% Brokers)
Phone720-580-0597
Address6500 S Quebec St
Centennial, CO 80111
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 66 33.1
(b) Individuals (high net worth individuals) 45 139.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 326 172.7
By Discretionary
Discretionary 326 172.7
Non-Discretionary 0 0.0
Total 326 172.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.7
Total 326 172.7
Comparable Firms State AUM ($BB)
Financial Institution Services LLC
NV 0.2
McBroom & Associates LLC
NV 0.2
Shelter Rock Management LLC
NY 0.2
Tilia Fiduciary Partners Inc
NC 0.2
Utopia Wealth Management LLC
FL 0.2
Ascend Interplay LLC
NY 0.2
Bright Angel Advisors LLC
MN 0.2
ETRE LLC
MA 0.2
Hutchinson & Ziegler Financial Advisors Inc
CA 0.2
Quantitative Strategies Inc
CA 0.2
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