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| Keyboard |
| JPMorgan Wealth Management Solutions Inc
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|---|---|
| CRD # | 335439 |
| SEC # | 801-132761 |
| CIK # | |
| AUM | 9.0 M (2026-03-31) |
| Employees | 65 (17% Investors, 28% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-464-2070 |
| Address | 270 Park Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 4.1 |
| (b) Individuals (high net worth individuals) | 6 | 4.4 |
| (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 | 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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 9.0 |
| By Discretionary | ||
| Discretionary | 33 | 9.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 33 | 9.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Empiric Institutional LLC
✚
|
TX | 9.9 M |
|
Vector Asset Management LLC
✚
|
9.5 M | |
|
Alveo Wealth Management LLC
✚
|
9.4 M | |
|
Virgo Digital Asset Management Inc
✚
|
9.4 M | |
|
Maney Wealth LLC
✚
|
CA | 9.4 M |
|
Journey Equity Wealth Management LLC
✚
|
CA | 9.2 M |
|
Pecusavvy Financial LLC
✚
|
TX | 9.1 M |
|
Concreit Fund Management LLC
✚
|
WA | 9.0 M |
|
Bluevine Advisory LLC
✚
|
NJ | 8.9 M |
|
Masterworks Advisers LLC
✚
|
NY | 8.1 M |