RIA Intelligence

MJP ASSOCIATES, INC.

Legal name: MJP WEALTH ADVISORS

CRD #127654 SEC #801-63389 FARMINGTON, CT 860-677-7755
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
14
Clients
0
Accounts
2,804

AUM Over Time

DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateJun 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$853.4M
Discretionary$853.4M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$853.4M
Discretionary$853.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$853.4M
Discretionary$853.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2023
Total AUM$853.4M
Discretionary$853.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$853.4M
Discretionary$853.4M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$905.5M
Discretionary$905.5M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$905.5M
Discretionary$905.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$905.5M
Discretionary$905.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$905.5M
Discretionary$905.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$756.7M
Discretionary$735.3M
Non-Disc.$21.4M
Employees10
Clients0
DateJan 2022
Total AUM$756.7M
Discretionary$735.3M
Non-Disc.$21.4M
Employees10
Clients0
DateDec 2021
Total AUM$756.7M
Discretionary$735.3M
Non-Disc.$21.4M
Employees10
Clients0
DateNov 2021
Total AUM$756.7M
Discretionary$735.3M
Non-Disc.$21.4M
Employees10
Clients0
DateJun 2021
Total AUM$756.7M
Discretionary$735.3M
Non-Disc.$21.4M
Employees10
Clients0
DateAug 2020
Total AUM$544.8M
Discretionary$524.1M
Non-Disc.$20.7M
Employees9
Clients0
DateJul 2020
Total AUM$544.8M
Discretionary$524.1M
Non-Disc.$20.7M
Employees9
Clients0
DateMay 2020
Total AUM$544.8M
Discretionary$524.1M
Non-Disc.$20.7M
Employees9
Clients0
DateMay 2020
Total AUM$467.6M
Discretionary$448.4M
Non-Disc.$19.2M
Employees10
Clients0
DateJul 2019
Total AUM$467.6M
Discretionary$448.4M
Non-Disc.$19.2M
Employees10
Clients0
DateJun 2019
Total AUM$467.6M
Discretionary$448.4M
Non-Disc.$19.2M
Employees10
Clients0
DateJun 2019
Total AUM$467.6M
Discretionary$448.4M
Non-Disc.$19.2M
Employees10
Clients0
DateFeb 2019
Total AUM$428.6M
Discretionary$408.6M
Non-Disc.$20M
Employees9
Clients0
DateJun 2018
Total AUM$428.6M
Discretionary$408.6M
Non-Disc.$20M
Employees9
Clients0
DateJun 2018
Total AUM$428.6M
Discretionary$408.6M
Non-Disc.$20M
Employees9
Clients0
DateMay 2018
Total AUM$363.2M
Discretionary$351M
Non-Disc.$12.2M
Employees9
Clients2
DateMar 2018
Total AUM$363.2M
Discretionary$351M
Non-Disc.$12.2M
Employees9
Clients2
DateOct 2017
Total AUM$363.2M
Discretionary$351M
Non-Disc.$12.2M
Employees9
Clients2
DateJun 2017
Total AUM$332.7M
Discretionary$323.7M
Non-Disc.$9.1M
Employees9
Clients700
DateMay 2017
Total AUM$332.7M
Discretionary$323.7M
Non-Disc.$9.1M
Employees9
Clients700
DateMay 2017
Total AUM$361M
Discretionary$351.9M
Non-Disc.$9.1M
Employees9
Clients700
DateMay 2017
Total AUM$356.3M
Discretionary$351.9M
Non-Disc.$4.4M
Employees9
Clients700
DateApr 2017
Total AUM$356.3M
Discretionary$351.9M
Non-Disc.$4.4M
Employees9
Clients700
DateApr 2017
Total AUM$356.3M
Discretionary$351.9M
Non-Disc.$4.4M
Employees9
Clients700
DateMar 2017
Total AUM$327.8M
Discretionary$323.4M
Non-Disc.$4.4M
Employees14
Clients600
DateFeb 2017
Total AUM$327.8M
Discretionary$323.4M
Non-Disc.$4.4M
Employees14
Clients600
DateDec 2016
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees14
Clients600
DateMay 2016
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees14
Clients600
DateSep 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients475
DateJun 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients475
DateJun 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients475
DateMay 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients475
DateMay 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients475
DateMay 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients475
DateJan 2015
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees8
Clients250
DateJan 2015
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees8
Clients250
DateJan 2015
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees8
Clients250
DateJun 2014
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees8
Clients250
DateApr 2014
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees9
Clients250
DateApr 2014
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees9
Clients250
DateApr 2014
Total AUM$195.4M
Discretionary$189.3M
Non-Disc.$6.1M
Employees9
Clients250
DateMar 2014
Total AUM$192.7M
Discretionary$181.9M
Non-Disc.$10.9M
Employees6
Clients300
DateFeb 2014
Total AUM$192.7M
Discretionary$181.9M
Non-Disc.$10.9M
Employees6
Clients300
DateJun 2013
Total AUM$192.7M
Discretionary$181.9M
Non-Disc.$10.9M
Employees6
Clients300
DateNov 2012
Total AUM$146M
Discretionary$145.4M
Non-Disc.$566.9K
Employees6
Clients300
DateOct 2012
Total AUM$145.4M
Discretionary$144.9M
Non-Disc.$566.9K
Employees1
Clients300
DateAug 2012
Total AUM$145.4M
Discretionary$144.9M
Non-Disc.$566.9K
Employees1
Clients300
DateJun 2012
Total AUM$145.4M
Discretionary$144.9M
Non-Disc.$566.9K
Employees1
Clients300
DateJun 2012
Total AUM$145.4M
Discretionary$144.9M
Non-Disc.$566.9K
Employees1
Clients300
DateMar 2012
Total AUM$134.6M
Discretionary$131.7M
Non-Disc.$3M
Employees1
Clients300
DateMay 2011
Total AUM$137.5M
Discretionary$134M
Non-Disc.$3.5M
Employees5
Clients--
DateMay 2011
Total AUM$137.5M
Discretionary$134M
Non-Disc.$3.5M
Employees5
Clients--
DateMay 2011
Total AUM$137.5M
Discretionary$134M
Non-Disc.$3.5M
Employees5
Clients--
DateJul 2010
Total AUM$118.9M
Discretionary$116.2M
Non-Disc.$2.7M
Employees5
Clients--
DateApr 2009
Total AUM$95.9M
Discretionary$93.9M
Non-Disc.$2.1M
Employees5
Clients--
DateApr 2009
Total AUM$95.9M
Discretionary$93.9M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2008
Total AUM$105.4M
Discretionary$100.4M
Non-Disc.$5M
Employees5
Clients--
DateMar 2008
Total AUM$105.4M
Discretionary$100.4M
Non-Disc.$5M
Employees5
Clients--
DateNov 2007
Total AUM$105.4M
Discretionary$100.4M
Non-Disc.$5M
Employees5
Clients--
DateFeb 2007
Total AUM$78.8M
Discretionary$73.1M
Non-Disc.$5.6M
Employees5
Clients--
DateSep 2005
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$44.4M
Discretionary$11.6M
Non-Disc.$32.8M
Employees5
Clients--