CENTENNIAL, COCRD 298784Latest ADV February 26, 2026
Jhp Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centennial, CO. Its latest Form ADV filing, dated February 26, 2026, reports $224M in regulatory assets under management, 1 employee, and 396 accounts.
Assets Under Management
$224M
Employees
1
Offices
--
Total Clients
124
Primary office
CENTENNIAL, CO
6500 S QUEBEC ST, #215, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
67
2
HNWI
46.0%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of February 26, 2026
Discretionary100.0%
$224M
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.
Total AUM$224M
Total Accounts396
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee124:1
10Y Employee Change0 (0.0%)
* 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.