firm profile
JP Wealth Management, Inc.
Overview
JP Wealth Management, Inc. is an SEC registered investment adviser based in Mt Pleasant, SC, registered since 2004. It reports $274M in assets under management across 263 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $274M
- Discretionary
- 100%
- Accounts
- 263
- Average account
- $1M
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2004
- Jurisdictions
- 4
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- John Francis Carey President, Chief Compliance Officer CRD 2470223
- Mark Perlson Vice President, Director of Financial Services CRD 4797654
Advisory reps 2 of 2
- John Francis Carey Investment Adviser Rep CRD 2470223
- Suzette Barrineau Carrier Investment Adviser Rep CRD 1890482
Location
- Headquarters
- 3401 Salterbeck St Ste 202
Mt Pleasant, SC 29466 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: jpwm.com
Every state, with registration dates
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