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JP Wealth Management Inc.

EST. AUM
$274,006,047

CONTACTS

CLIENT ACCOUNTS
263

Firm Details

Metro area Charleston, SC
CRD Number 129475
Website jpwm.com
Client types

Overview

JP Wealth Management Inc. is an independent, SEC-registered investment adviser headquartered in Mount Pleasant, South Carolina. Founded in 2004 by John Francis Carey and Mark Perlson, CPA/PFS, the firm operates under a strict fiduciary standard, providing comprehensive wealth management services to affluent individuals, businesses, and retirement plans. The firm distinguishes itself through its close integration with the accounting profession via its relationship with Perlson LLP, enabling coordinated investment management, tax planning, estate planning, and cash flow analysis. Its investment philosophy emphasizes long-term wealth preservation and growth through customized, globally diversified portfolios built with low-cost institutional funds, individual equities, and fixed-income investments while avoiding speculative market timing and commission-driven products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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