J.P. Wealth Management, LLC

The firm provides investment advisory and asset management services to high‑net‑worth individuals, trusts, estates, and select institutional and charitable entities. It operates as a solo advisory practice with a very small client roster — five clients — and manages roughly $85.9 million in client assets.

Its investment process is built on fundamental analysis across mutual funds, ETFs, bond and stock strategies and may include both long‑ and short‑term trades and covered‑call writing; the firm prepares Investment Policy Statements and conducts periodic rebalancing and quarterly reviews. Management is delivered primarily on a non‑discretionary basis — the adviser requests limited power of attorney to execute trades but generally requires client authorization for investment decisions — and the firm also refers clients to third‑party money managers for discretionary management.

Noteworthy features include the combination of a concentrated, high‑AUM client base and a predominantly non‑discretionary service model, which is uncommon among independent solo advisers. The firm discloses that it receives solicitor fees when recommending third‑party managers and uses a major custodian’s platform (Charles Schwab) from which it receives research, technology and other support, creating disclosed conflicts of interest that are addressed in its policies.