JHP WEALTH MANAGEMENT, LLC
CRD #298784 SEC #801-119280 CENTENNIAL, CO 720-580-0597
SEC Registered
Total AUM
$192.1M
Discretionary
$192.1M
Employees
1
Clients
0
Accounts
345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $192.1M | $192.1M | $25.6K | 1 | 0 |
| Feb 2024 | $172.7M | $172.7M | $0 | 1 | 0 |
| Feb 2024 | $172.7M | $172.7M | $0 | 1 | 0 |
| Dec 2023 | $143.9M | $143.9M | $0 | 1 | 0 |
| Aug 2023 | $143.9M | $143.9M | $0 | 2 | 0 |
| Mar 2023 | $143.9M | $143.9M | $0 | 2 | 0 |
| Feb 2022 | $162.5M | $162.5M | $0 | 2 | 0 |
| Jul 2021 | $128.2M | $128.2M | $0 | 2 | 0 |
| Apr 2021 | $128.2M | $128.2M | $0 | 1 | 0 |
| Jan 2021 | $128.2M | $128.2M | $0 | 1 | 0 |
| Jul 2020 | $108.2M | $108.2M | $0 | 1 | 0 |
| Mar 2019 | $40.3M | $40.3M | $0 | 1 | 0 |
| Feb 2019 | $40.3M | $40.3M | $0 | 1 | 0 |
| Jan 2019 | $40.3M | $40.3M | $0 | 1 | 0 |
| Oct 2018 | $0 | $0 | $0 | 1 | 0 |
| Aug 2018 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$25.6K
Employees1
Clients0
DateFeb 2024
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees1
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0