Firm profile

J.P. MARVEL WEALTH MANAGEMENT, INC.

BOSTON, MACRD 144364Latest ADV March 27, 2026

J.P. Marvel Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA.

Assets Under Management
$821M
Employees
8
Offices
1 office
Total Clients
69
Primary office
BOSTON, MA
265 FRANKLIN STREET, SUITE 902, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJoseph F. Patton
CCODavid J. Mccaffrey

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 68.1% of total clients.
Top client categories% of clientsClients
1
HNWI
68.1%
47
2
Individuals
31.9%
22

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$821Mas of March 27, 2026
Discretionary100.0%
$821M
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$821M
Total Accounts135
10Y AUM Change+$408M (+98.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee9:1
10Y Employee Change+3 (+60.0%)

* 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.