J.P. MARVEL INVESTMENT ADVISORS, INC.
Legal name: J.P. MARVEL WEALTH MANAGEMENT, INC.
CRD #144364 SEC #801-68042 BOSTON, MA 617-342-5600
SEC Registered
Total AUM
$680.2M
Discretionary
$680.2M
Employees
8
Clients
--
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $680.2M | $680.2M | $0 | 8 | 0 |
| Mar 2024 | $564.2M | $564.2M | $0 | 8 | 0 |
| Mar 2023 | $483.6M | $483.6M | $0 | 7 | 0 |
| Mar 2022 | $580.3M | $580.3M | $0 | 7 | 0 |
| Mar 2021 | $457.9M | $457.9M | $0 | 10 | 0 |
| Jun 2020 | $407.8M | $407.8M | $0 | 10 | 0 |
| Mar 2020 | $407.8M | $407.8M | $0 | 10 | 0 |
| Mar 2019 | $353M | $353M | $0 | 8 | 0 |
| Mar 2018 | $394.9M | $394.9M | $0 | 9 | 0 |
| May 2017 | $413.1M | $371.8M | $41.3M | 5 | 26 |
| Apr 2017 | $413.1M | $371.8M | $41.3M | 5 | 26 |
| Apr 2016 | $413.2M | $373.9M | $39.2M | 5 | 26 |
| Mar 2015 | $427.3M | $395.6M | $31.6M | 5 | 26 |
| Mar 2014 | $413.4M | $413.4M | $0 | 7 | 26 |
| Oct 2013 | $387.6M | $387.6M | $0 | 7 | 26 |
| Sep 2013 | $387.6M | $387.6M | $0 | 7 | 26 |
| Aug 2013 | $387.6M | $387.6M | $0 | 7 | 26 |
| Mar 2013 | $310.8M | $310.8M | $0 | 7 | 26 |
| Mar 2012 | $312.1M | $312.1M | $0 | 6 | 26 |
| Mar 2011 | $328M | $328M | $0 | 10 | -- |
| Mar 2010 | $284M | $284M | $0 | 10 | -- |
| Mar 2009 | $202M | $202M | $0 | 10 | -- |
| Jan 2008 | $265M | $265M | $0 | 10 | -- |
| Nov 2007 | $265M | $265M | $0 | 5 | -- |
| Sep 2007 | $265M | $265M | $0 | 5 | -- |
DateMar 2025
Total AUM$680.2M
Discretionary$680.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$564.2M
Discretionary$564.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$483.6M
Discretionary$483.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$580.3M
Discretionary$580.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$457.9M
Discretionary$457.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$407.8M
Discretionary$407.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$407.8M
Discretionary$407.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$413.1M
Discretionary$371.8M
Non-Disc.$41.3M
Employees5
Clients26
DateApr 2017
Total AUM$413.1M
Discretionary$371.8M
Non-Disc.$41.3M
Employees5
Clients26
DateApr 2016
Total AUM$413.2M
Discretionary$373.9M
Non-Disc.$39.2M
Employees5
Clients26
DateMar 2015
Total AUM$427.3M
Discretionary$395.6M
Non-Disc.$31.6M
Employees5
Clients26
DateMar 2014
Total AUM$413.4M
Discretionary$413.4M
Non-Disc.$0
Employees7
Clients26
DateOct 2013
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees7
Clients26
DateSep 2013
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees7
Clients26
DateAug 2013
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees7
Clients26
DateMar 2013
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees7
Clients26
DateMar 2012
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees5
Clients--