DJP Wealth Management, LLC

DJP Wealth Management provides discretionary investment management, financial planning, and pension consulting to a mix of individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, trusts and estates, charitable organizations, and corporate or business entities. The firm manages roughly $91 million in client assets across about 40 accounts and offers tailored advice across publicly traded securities and private investments.

The firm constructs portfolios to match each client’s objectives and risk tolerance and monitors and rebalances accounts on an ongoing basis, generally under discretionary authority. Its investment toolkit includes fundamental, technical and cyclical analysis, long‑ and short‑term trading, and the use of options and other derivatives in separately managed accounts where appropriate.

What is distinctive for a small, independent adviser is the breadth of institutional and alternative work: the firm provides pension consulting to employee benefit plans, works with pooled private investments (private placements, limited partnerships and private funds) for accredited investors, and accepts corporate and charitable organization clients. The brochure also discloses a revenue‑sharing arrangement that can involve carried‑interest payments tied to recommended funds, a relationship the firm says it manages through policies intended to align recommendations with clients’ interests.