J
CRD: 298784
JHP Wealth Management, LLC
Centennial, CO, 80111
7205800597
$223.8M Total AUM
$223.8M Disc. AUM
-- 3Y CAGR
1 Employees
124 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2018
- Office Locations
- 1
Office Locations
6500 S Quebec ST #215 Centennial CO
About JHP Wealth Management, LLC
JHP Wealth Management, LLC is a Centennial-based RIA. The firm has been operating for 7 years. Managing $223.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$223.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Signal Wave horizon
Client Personas
Peak crest
Investment Themes
Vector Unison Crest timber
Investment Vehicles
Momentum
Services
Vector atlas Prime Harbor insight Fusion Legacy
Owner & Executives
J
JOHN KENNETH HOLTKAMP
Chief Compliance Officer, Managing Member
- CRD
- #4961854
- Ownership
- 75% or more
(924) 756-5702
signal.meridian@vectorcapital.com
in linkedin.com/in/harbor-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,829,473 | $565,226 |
| Non-Discretionary | $0 | -- |
| Total | $223,829,473 | $565,226 |
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Separately Managed Accounts
Total SMA Asset: $223,829,473
Public Funds:
30.6% Cash:
24.1% Equity - Exchange:
35.8% U.S. Government/Agency:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,943,658,153 | 30.6% |
| Cash | $1,530,789,591 | 24.1% |
| Equity - Exchange | $2,273,953,003 | 35.8% |
| U.S. Government/Agency | $603,423,283 | 9.5% |
| Total | $6,351,824,030 | 100.0% |