DJP Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,281,306
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
40
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$2,282,033
About
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Fee options
Fixed project-based financial planning fees up to $20,000.
Negotiated annual financial planning/consulting fees billed quarterly in advance.
Fee-only: Fixed project-based financial planning fees up to $20,000; negotiated annual fixed fees for ongoing financial planning/consulting services.
Main office location
DJP Wealth Management, LLC
4830 West Kennedy Boulevard, Suite 600
Tampa FL 33609, United States
Number of offices
1
Most active in
DJP Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")