JP Wealth Management Inc

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JP Wealth Management Inc
CRD #129475
SEC #801-63273
CIK #
AUM $295.9 MM (100% Disc, 100% US, 2020-03-26)
Employees2 (50% Investors, 0% Brokers)
Phone866-562-6969
Address3401 Salterbeck Court
Mt Pleasant, SC 29466-7117
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002002200820142021
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Tri-Ad Capital Management Inc
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Innealta Porfolio Advisors LLC
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Trinity Financial Partners II LLC
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Maxim Financial Advisors LLC
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Branson Fowlkes & Co Inc
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Maximai Investment Partners LLC
FL 0.3
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