Jhp Wealth Management, LLC
Financial planning in Centennial, CO
SEC registeredNo commissions reported
Public-record details
- Address
- 6500 S Quebec St, #215, Centennial, CO 80111
- Phone
- (720) 580-0597
- Listed under
- Financial planning, % of assets managed
- CRD number
- 298784
- Registration
- SEC registered since 2020-08-14
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses
- Regulatory assets under management
- $223.8 million
- Accounts managed
- 396
- Clients reported (Form ADV 5.D)
- 124
- Individual / high-net-worth clients
- 67 / 57
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-02-26
Read the official record
- SEC IAPD summary for CRD 298784 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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