J
CRD: 129475
JP Wealth Management, Inc.
Mt. Pleasant, SC, 29466
8665626969
$274.0M Total AUM
$274.0M Disc. AUM
4.4% 3Y CAGR
2 Employees
71 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2004
- Office Locations
- 1
Office Locations
3401 Salterbeck Court Suite 202 Mt. Pleasant SC
About JP Wealth Management, Inc.
JP Wealth Management, Inc. is a Mt. Pleasant-based RIA. The firm has been operating for 22 years. Managing $274.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$274.0M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
19 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Investment Themes
Element Fusion glacier Fusion legacy
Investment Vehicles
Beacon
Services
Quantum Ridge bridge Capital meridian Foundation oak
Owner & Executives
M
MARK PERLSON
DIRECTOR OF FINANCIAL SERVICES, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
(558) 370-9533
delta.signal@signalcapital.com
in linkedin.com/in/beacon-harbor
J
JOHN FRANCIS CAREY
Chief Compliance Officer, President, Senior Vice President
- CRD
- #2470223
- Ownership
- 25% but less than 50%
(637) 328-9144
radial.quantum@elementcapital.com
in linkedin.com/in/signal-peak
Showing 2 of 2 owners & executives
Unlock allContacts
S
SUZETTE BARRINEAU CARRIER
--
- CRD
- #1890482
(948) 873-8988
oak.signal@valuecapital.com
in linkedin.com/in/focus-eagle
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,006,047 | $1,041,848 |
| Non-Discretionary | $0 | -- |
| Total | $274,006,047 | $1,041,848 |
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Separately Managed Accounts
Total SMA Asset: $274,006,047
Public Funds:
24.4% U.S. Government/Agency:
28.6% Cash:
19.7% Equity - OTC:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,654,744,966 | 24.4% |
| U.S. Government/Agency | $1,939,578,116 | 28.6% |
| Cash | $1,336,003,108 | 19.7% |
| Equity - OTC | $1,851,415,475 | 27.3% |
| Total | $6,781,741,665 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR PRIME MERIDIAN | OPTIMA ATLAS | C5UUMXDJR | YGFBD | 6.37% | $107,281,296 |
| SUMMIT HARBOR | ALPHA RIDGE | P7VX1MW01 | CFKQI | 6.81% | $9,120,689 |
| FOCUS BRIDGE FRONTIER | MERIDIAN TIMBER | D8PPBC40R | BLGGP | 11.15% | $66,181,774 |
| VERTEX MERIDIAN | BRIDGE DELTA | 25LKJPNZM | ZCLI | 6.24% | $59,120,150 |
| PEAK NORTH | HORIZON OPTIMA | NL2VB67BS | VCJK | 2.95% | $111,387,976 |
| FOUNDATION CAPITAL | ZENITH ELEMENT | 7NGY9OT4T | UDZ | 1.29% | $97,903,682 |
| CAPITAL EMBER CATALYST | FOUNDATION NORTH | 08DPAAWO1 | DKCUL | 11.62% | $85,492,298 |
| FUSION SUMMIT | ALPHA PIONEER | H2M924071 | CCR | 1.75% | $88,864,122 |