This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-1983
- Office Locations
- 4
Office Locations
About MJP Wealth Advisors
MJP Wealth Advisors is a fee-based, fiduciary RIA founded in 1981 that brings a family-office style approach to wealth management. The team delivers personalized financial planning, investment management, retirement plan solutions, and guidance through education, retirement, and estate needs for individuals, families, and business owners/executives. Primarily Schwab-custodied and recognized in multiple Forbes RIA rankings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Brian Hugh Vendig
Chief Compliance Officer, President
- CRD
- #5964397
- Ownership
- 50% but less than 75%
Michele Ann Vendig
TREASURER, Vice President
- CRD
- #4147218
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Kevin Brady
--
- CRD
- #6456137
Robert Frederick Eilers
Wealth Advisor
- CRD
- #1387882
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,561,803,600 | $510,894 |
| Non-Discretionary | $0 | -- |
| Total | $1,561,803,600 | $510,894 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing