SourcingSourcing

JP WEALTH MANAGEMENT, INC.

B61
CRD 129475·SEC 801-63273·MT. PLEASANT, SC
AUM
$274.0M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$822K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JP WEALTH MANAGEMENT, INC.
CRD
129475
SEC file #
801-63273
EIN
200303460
DBA names
—

Economics

AUM
$274.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$241.9M → $274.0M▲ +13%
Client mix
Individuals High Net Worth71

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
MT. PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
jpwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERLSON, MARK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PERLSON, MARK
CAREY, JOHN, FRANCIS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JPWM.COM
Rdap Domain Creation Date
2004-04-25T15:08:33Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001967622
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2023-03-06
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001967622-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3401 SALTERBECK COURTSUITE 202MT. PLEASANT, SC 29466
Business
3401 SALTERBECK COURTSUITE 202MT. PLEASANT, SC 29466
Edgar EIN
200303460
Edgar Recent Filings
13F-HR2026-04-15 · 0001967622-26-000002
13F-HR2026-01-15 · 0001967622-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-25T15:08:33Z
Rdap Domain Last Changed
2025-09-09T09:05:12Z
Rdap Nameservers
Ns15.worldnic.comNs16.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4797654
Trust Company Affiliate
No

People (3)

3
PERLSON, MARK
Direct Owner · 62.5%
4797654
CAREY, JOHN, FRANCIS
IAR · Direct Owner · 37.5%
2470223
SUZETTE BARRINEAU CARRIER
IAR
1890482