Jessup Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Dayton, OH. Its latest Form ADV filing, dated April 29, 2026, reports $360M in regulatory assets under management, 12 employees, 1 office, and 916 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.9% of total clients.
Top client categories% of clientsClients
1
Individuals
75.9%
312
2
HNWI
21.4%
88
3
Corporations
1.9%
8
4
Charitable
0.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$360Mas of April 29, 2026
Discretionary100.0%
$360M
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$360M
Total Accounts916
10Y AUM Change+$360M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee34:1
10Y Employee Change-1 (-7.7%)
* 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.