J
$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
3 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2022
- Office Locations
- 1
Office Locations
121 S Orange AVE Suite 1500 Orlando FL
About J.p. Aubry Wealth Advisors, LLC
J.p. Aubry Wealth Advisors, LLC is a Orlando-based RIA. The firm has been operating for 3 years. Managing $6.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$116.5K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Owner & Executives
J
JEAN-PHILIPPE AUBRY
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #6297115
- Ownership
- 75% or more
(777) 438-2408
beacon.delta@vectorcapital.com
in linkedin.com/in/zenith-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,522,205 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,522,205 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,522,205
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,433,142,198 | 100.0% |
| Total | $5,433,142,198 | 100.0% |