$91.3M Total AUM
$91.3M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-12-2010
- Office Locations
- 1
Office Locations
4830 West Kennedy Boulevard Suite 600 Tampa FL
About DJP Wealth Management, LLC
DJP Wealth Management is a Tampa-based RIA serving a select group of business owners, high-net-worth families, and institutions. The firm pairs access to private market opportunities with tactically managed equity and fixed-income portfolios that emphasize downside-risk management and capital preservation. Custody includes Charles Schwab.
Team overview
48 AVG AGE
$91.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Accredited Investors
Signal
Asset Classes
Optima ridge Summit Crest Frontier pathway Focus Optima
Client Personas
Atlas vector Vertex
Investment Themes
Frontier insight
Investment Vehicles
Focus
Platform
Prime
Services
Vital Wave vital Unison crest Bridge
Owner & Executives
DARRYL J. POISSON
Chief Compliance Officer, MANAGING PRINCIPAL, President
- CRD
- #5359557
- Ownership
- 75% or more
(638) 356-7151
unison.pathway@capitalcapital.com
in linkedin.com/in/value-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,281,306 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,281,306 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,281,306
Public Funds:
13.0% Equity - Exchange:
50.4% U.S. Government/Agency:
26.1% Cash:
10.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $772,251,351 | 13.0% |
| Equity - Exchange | $2,993,959,085 | 50.4% |
| U.S. Government/Agency | $1,550,443,097 | 26.1% |
| Cash | $623,741,476 | 10.5% |
| Total | $5,940,395,009 | 100.0% |