|
⚲
|
| JP Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 129475 |
| SEC # | 801-63273 |
| CIK # | 0001967622 |
| AUM | $252.4 M (2025-03-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 866-562-6969 |
| Address | 3401 Salterbeck Court Mt Pleasant, SC 29466-7117 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SRH Total Return Fund Inc | 22.7 | ||
| TCW Strategic Income Fund Inc | 15.7 | ||
| Sprott Physical Gold Trust | 4.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 73 | 245.0 |
| (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 | 5 | 7.3 |
| (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 | 262 | 252.4 |
| By Discretionary | ||
| Discretionary | 262 | 252.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 262 | 252.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.4 | |
| Total | 262 | 252.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967622] | |
| SC 13G | [0001967622] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| JP Wealth Management Inc | TCW Strategic Income Fund Inc | [2023-03-06] |
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|---|---|---|
|
Hemming& Wealth Management Inc
✚
|
MI | 0.3 |
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Pelkonen and Associates LLC
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0.3 | |
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BNB Wealth Management LLC
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Hardy & Hardy Co LLC
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OH | 0.3 |
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Fox Hill Wealth Management
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