FARMINGTON, CTCRD 127654Latest ADV January 27, 2026
Mjp Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Farmington, CT. Its latest Form ADV filing, dated January 27, 2026, reports $1.6B in regulatory assets under management, 21 employee, 1 office, and 3,057 accounts.
Assets Under Management
$1.6B
Employees
21
Offices
1 office
Total Clients
906
Primary office
FARMINGTON, CT
74 BATTERSON PARK RD, SUITE 103, FARMINGTON, CT, United States
Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
586
2
HNWI
30.8%
279
3
Pension Plans
4.0%
36
4
Charitable
0.6%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of January 27, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts3,057
10Y AUM Change+$1.2B (+376.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee43:1
10Y Employee Change+7 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.