J.P.Morgan Wealth Management Solutions Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $9M in regulatory assets under management, 65 employees, 1 office, and 33 accounts.
Assets Under Management
$9M
Employees
65
Offices
1 office
Total Clients
33
Primary office
NEW YORK, NY
270 PARK AVENUE, FLOOR 10, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
26
2
HNWI
18.2%
6
3
Corporations
3.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9Mas of March 31, 2026
Discretionary100.0%
$9M
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$9M
Total Accounts33
10Y AUM Change+$9M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee1:1
10Y Employee Change+10 (+18.2%)
* 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.