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J.p. Marvel Wealth Management, Inc.

J.p. Marvel Wealth Management, Inc.. CRD 144364

J.p. Marvel Wealth Management, Inc. logo

CRD: 144364

J.p. Marvel Wealth Management, Inc.

Boston, MA, 02110
6173425600
jpmarvel.com
$820.7M Total AUM
$820.7M Disc. AUM
19.9% 3Y CAGR
8 Employees
69 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
State Street
Clients
Retail
Platforms
FoundationFrontier harbor
Established Date
06-19-2007
Office Locations
2

Office Locations

265 Franklin Street Boston MA
265 Franklin Street Suite 902 Boston MA

About J.p. Marvel Wealth Management, Inc.

J.P. Marvel Wealth Management is a Boston-based wealth manager providing comprehensive wealth planning (including tax strategy, elder care and philanthropy), transition and life planning for events like business sales, retirement, divorce and wealth transfer, and active investment management. Portfolios emphasize risk management and asset allocation, with a heavy ETF mix; reported custodian includes State Street.

Team overview

52 AVG AGE
$136.8M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
11.3 yrs AVG TENURE
8 Employees
6 Advisory Reps
1 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Quantum vital

Client Personas

Fusion summit

Custodian

Fusion signal

Investment Themes

Insight meridian Glacier

Services

Value Timber alpha Prime Pioneer bridge Meridian meridian Catalyst Alpha

Technology

Bridge matrix Harbor

Owner & Executives

J

JOSEPH FRANCIS PATTON JR

Chief Executive Officer, Investment Advisor

CRD
#358081
Ownership
75% or more
(349) 736-8949
atlas.matrix@fusioncapital.com
in linkedin.com/in/unison-ridge
DAVID JOHN MCCAFFREY

DAVID JOHN MCCAFFREY

Chief Compliance Officer, HEAD OF TRADING

CRD
--
Ownership
Less than 5%
(820) 692-1245
vector.eagle@pioneercapital.com
in linkedin.com/in/radial-prime
N

North vital

Alpha capital

CRD
#75175
Ownership
37.0%
(681) 817-3403
prime.frontier@atlascapital.com
in linkedin.com/in/meridian-element

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-31-2023
03-08-2024
03-28-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $820,745,015 $6,079,593
Non-Discretionary $0 --
Total $820,745,015 $6,079,593

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Separately Managed Accounts

Total SMA Asset: $820,745,015

$820.7M Total SMA
Equity - Exchange:
12.5%
Cash:
40.6%
Municipal Bonds:
46.9%
Asset class Assets Assets %
Equity - Exchange $118,598,344 12.5%
Cash $385,207,421 40.6%
Municipal Bonds $444,980,987 46.9%
Total $948,786,752 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CATALYST PIONEER EAGLE SUMMIT 9N6EIW43Y VZAJB 1.97% $56,728,320
CATALYST HARBOR PATHWAY RADIAL VECTOR GEHX4MRLS DBKNV 5.18% $54,392,833
HARBOR VECTOR ATLAS LEGACY MOMENTUM B9FL5UC5T WRTL 12.43% $16,494,732
UNISON BRIDGE SIGNAL FUSION D9133YZUU KYW 9.79% $95,420,392
PATHWAY RIDGE BRIDGE VITAL U1PNNU26B KDOS 11.27% $105,566,196
PRIME ELEMENT FUSION BRIDGE FOUNDATION 9QKXN2MEB GCBIL 9.88% $110,599,735
OAK VALUE FOUNDATION HARBOR SKN0UJZUB NMBLI 7.80% $94,281,167
MOMENTUM PEAK RADIAL CATALYST E96YV0O15 XBD 9.29% $113,780,731

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