SourcingSourcing

JHP WEALTH MANAGEMENT, LLC

C45
CRD 298784·SEC 801-119280·CENTENNIAL, CO
AUM
$223.8M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$671K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JHP WEALTH MANAGEMENT, LLC
CRD
298784
SEC file #
801-119280
EIN
831683556
DBA names
—

Economics

AUM
$223.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$128.2M → $223.8M▲ +75%
Client mix
Individuals Other67
Individuals High Net Worth57

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
CENTENNIAL CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
linkedin.com/company/jhpwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLTKAMP, JOHN, KENNETH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HOLTKAMP, JOHN, KENNETH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
fallback_guess:jhp.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110669
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-05-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002110669-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6500 S QUEBEC ST. #215CENTENNIAL, CO 80111
Business
6500 S QUEBEC ST. #215CENTENNIAL, CO 80111
Edgar EIN
831683556
Edgar Recent Filings
13F-HR2026-05-14 · 0002110669-26-000002
13F-HR2026-05-14 · 0002110669-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4961854
Trust Company Affiliate
No

People (1)

1
HOLTKAMP, JOHN, KENNETH
IAR · Direct Owner · 87.5%
4961854