CRD: 335439
J.p.morgan Wealth Management Solutions Inc.
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
65 Employees
33 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- JP Morgan ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 2
Office Locations
1111 Polaris Pkwy Columbus OH
270 Park AVE NEW York NY
About J.p.morgan Wealth Management Solutions Inc.
J.p.morgan Wealth Management Solutions Inc. is a NEW York-based RIA with 2 offices. The firm has been operating for 1 years. Managing $9.0M in total assets under management, with 11 advisory representatives. They custody assets with JP Morgan and Vanguard. Services offered include 529 Plans, Asset Management, Equity Compensation.
Team overview
47 AVG AGE
$817.7K AVG AUM / ADVISOR
$272.6K AVG AUM / CLIENT
1.1 yrs AVG TENURE
65 Employees
11 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Horizon Summit prime Radial Insight Glacier quantum Matrix North value Prime north North optima Glacier focus
Custodian
Zenith Bridge Meridian Crest wave Beacon focus Foundation Vital Legacy Signal vertex
Investment Themes
Beacon Value Horizon delta Pathway summit Focus Atlas Frontier summit Frontier harbor Pathway unison Bridge
Investment Vehicles
Momentum vector Vector
Platform
Vector Capital Wave
Services
Atlas harbor Pioneer Momentum bridge Peak delta Eagle Meridian bridge Wave
Owner & Executives
MICHAEL CHOI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(343) 888-8487
quantum.value@pioneercapital.com
in linkedin.com/in/element-momentum
T
Theodore F Dimig
DIRECTOR
- CRD
- #4823148
- Ownership
- Less than 5%
(328) 522-5512
alpha.capital@embercapital.com
in linkedin.com/in/signal-legacy
F
Frontier eagle
Insight crest fusion
- CRD
- #72454
- Ownership
- 18.6%
(622) 918-9688
optima.element@pathwaycapital.com
in linkedin.com/in/momentum-timber
Showing 2 of 8 owners & executives
Unlock allContacts
J
JONATHAN BAILEY
--
- CRD
- #7228326
(759) 542-9999
focus.summit@alphacapital.com
in linkedin.com/in/prime-vertex
A
Andrew J Casella
Owner
- CRD
- #2804378
(597) 533-3317
radial.legacy@meridiancapital.com
in linkedin.com/in/atlas-legacy
L
Legacy signal
Bridge wave element
- CRD
- #85268
(571) 598-1611
horizon.timber@timbercapital.com
in linkedin.com/in/horizon-optima
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,994,413 | $272,558 |
| Non-Discretionary | $0 | -- |
| Total | $8,994,413 | $272,558 |
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Separately Managed Accounts
Total SMA Asset: $8,994,413
Public Funds:
44.1% Equity - Exchange:
16.2% Cash:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,897,028,580 | 44.1% |
| Equity - Exchange | $1,431,561,519 | 16.2% |
| Cash | $3,508,209,402 | 39.7% |
| Total | $8,836,799,501 | 100.0% |