JESSUP WEALTH MANAGEMENT, INC.
Legal name: JESSUP WEALTH MANAGEMENT
CRD #323035 SEC #801-127039 DAYTON, OH (937) 938-9105
SEC Registered
Total AUM
$298.5M
Discretionary
$298.5M
Employees
12
Clients
1
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $298.5M | $298.5M | $0 | 12 | 9 |
| Mar 2025 | $298.5M | $298.5M | $0 | 12 | 9 |
| Dec 2024 | $260.6M | $260.6M | $0 | 10 | 9 |
| Oct 2024 | $260.6M | $260.6M | $0 | 10 | 9 |
| Apr 2024 | $260.6M | $260.6M | $0 | 10 | 9 |
| Feb 2024 | $260.6M | $260.6M | $0 | 10 | 9 |
| Sep 2023 | $210.4M | $210.4M | $0 | 11 | 0 |
| Feb 2023 | $210.4M | $210.4M | $0 | 11 | 0 |
| Jan 2023 | $0 | $0 | $0 | 13 | 0 |
| Nov 2022 | $0 | $0 | $0 | 13 | 0 |
| Nov 2022 | $0 | $0 | $0 | 13 | 0 |
DateSep 2025
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees12
Clients9
DateMar 2025
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees12
Clients9
DateDec 2024
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees10
Clients9
DateOct 2024
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees10
Clients9
DateApr 2024
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees10
Clients9
DateFeb 2024
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees10
Clients9
DateSep 2023
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0