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- Custodian
- State Street
- Clients
- Retail
- Platforms
- FoundationFrontier harbor
- Established Date
- 06-19-2007
- Office Locations
- 2
Office Locations
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.
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Owner & Executives
JOSEPH FRANCIS PATTON JR
Chief Executive Officer, Investment Advisor
- CRD
- #358081
- Ownership
- 75% or more
DAVID JOHN MCCAFFREY
Chief Compliance Officer, HEAD OF TRADING
- CRD
- --
- Ownership
- Less than 5%
North vital
Alpha capital
- CRD
- #75175
- Ownership
- 37.0%
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Unlock allAssets Under Management
| 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
| 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 |