Jhp Wealth Management, LLC (Highlands Ranch)

Name: Jhp Wealth Management, LLC
Address: 1745 Shea Center Drive, Highlands Ranch, CO, 80129
Telephone: 720-580-0597

Jhp Wealth Management, LLC is an adviser based in Highlands Ranch. It manages $40.25 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Colorado and Texas.

Jhp Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jhp Wealth Management: assets under management

The assets under management (AUM) of Jhp Wealth Management, LLC is $40.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.52 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 65% of the total AUM. The second-largest asset type is exchange traded securities, which make up 34% of the firm’s portfolio. Investments in non-exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jhp Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jhp Wealth Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Jhp Wealth Management is high net worth individuals with 10 clients and $29.2 million of assets under management. Among the 2 most similar advisory firms, Jhp Wealth Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $40.25 million for 36 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jhp Wealth Management doesn't advise any private funds.

Careers at Jhp Wealth Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Kenneth Holtkamp	Cco, managing member	1 Aug 2018	75% - 100%	4961854

Based in Highlands Ranch

The principal office where Jhp Wealth Management, LLC performs its advisory services is located at 1745 Shea Center Drive, Highlands Ranch, CO 80129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-580-0597. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at jhpwealth.com and its LinkedIn profile.