J
CRD: 251787
J.p. Wealth Management, LLC
Austin, TX
5123185965
$85.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2015
- Office Locations
- 1
Office Locations
-- Austin TX
About J.p. Wealth Management, LLC
J.p. Wealth Management, LLC is a Austin-based RIA. The firm has been operating for 10 years. Managing $85.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$85.9M AVG AUM / ADVISOR
$7.8M AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Atlas oak Summit delta
Client Personas
Unison
Investment Themes
Oak alpha Peak focus Matrix timber
Investment Vehicles
Legacy foundation Wave focus
Services
Alpha zenith Signal quantum Value momentum Timber Harbor
Owner & Executives
G
GEORGE ALBERT POSADA
Associate, Chief Compliance Officer, Managing Member
- CRD
- #1106657
- Ownership
- 75% or more
(302) 872-7558
bridge.signal@oakcapital.com
in linkedin.com/in/frontier-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $85,931,077 | -- |
| Total | $85,931,077 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,931,077
Equity - Exchange:
40.7% Public Funds:
23.2% U.S. Government/Agency:
36.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,307,913,717 | 40.7% |
| Public Funds | $745,542,954 | 23.2% |
| U.S. Government/Agency | $1,160,090,545 | 36.1% |
| Total | $3,213,547,216 | 100.0% |