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Jp Wealth Management, Inc.

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Client assets under management

$270,166,291

Clients

71

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

36

Low

Average account size

$3,805,159

About

JP Wealth Management provides financial planning, consulting and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm reports $274,006,047 in assets under management (as of February 10, 2026), all managed on a discretionary basis.

JPWM’s investment process is grounded in fundamental analysis and a globally diversified asset‑allocation framework that combines a passive/indexed core with select active managers and tactical tilts based on macroeconomic and valuation assessments. Portfolios are implemented through mutual funds, ETFs, individual equities and fixed income, options and variable product allocations, with account monitoring and periodic reviews.

Compared with many small advisory teams, JPWM manages a relatively large asset base with a compact principal group and maintains an affiliation with a certified public accounting firm (Perlson, LLP) for client referrals. The firm also discloses principals’ ownership interests in a privately held company, generally imposes a $10,000 minimum annual fee and typically serves high‑net‑worth clients, features that shape its client mix and potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Fixed

Fixed fees for financial planning and consulting services

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%

Project-based

$200 per hour for financial planning and consulting

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, may be waived at firm's discretion Fee-only: Fixed fees and hourly fees for financial planning and consulting services; hourly rate $200/hour

Main office location

Jp Wealth Management, Inc.

3401 Salterbeck Court, Suite 202

Mt. Pleasant SC 29466-7117, United States

Number of offices

4

Most active in

More info

New Hampshire · New Jersey · New York · South Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 866-562-6969

Advisors at this firm

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user avatar

Suzette C

CFP®, Series 63, Series 65

Mt. Pleasant, SC

Jp Wealth Management, Inc.

Suzette Carrier is a CFP® certificant with 15 years of industry experience, currently serving as the sole advisor at JP Wealth Management, Inc. in Mt. Pleasant, SC. She has been with JP Wealth Management since 2008. JP Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified investment approach combining passive and indexed holdings with select active managers and tactical adjustments, serving primarily high-net-worth clients.

Wealth management Passive / index investing Active portfolio management
user avatar

John C

CFP®, Series 63, Series 65

Mt. Pleasant, SC

Jp Wealth Management, Inc.

John Carey is a CFP® with 20 years of experience in the financial industry, serving as the sole advisor at JP Wealth Management, Inc. since 2004. He also serves as a board member and shareholder of Cube Components, Inc., an electronic components company based in Mt. Pleasant, SC. JP Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified asset allocation strategy combining passive and indexed holdings with select active managers and tactical adjustments, managing approximately $252.4 million in assets.

Wealth management Passive / index investing Active portfolio management
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