RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 3, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
JESSUP, MATTHEW, C.ICEO, CCO, MANAGING PARTNERD Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERD Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERD Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control
MCEVILY, MARK, JEROMEICIO, MANAGING PARTNERC Control

Registrations

Federal

IA
Sep 3, 2025 REGISTERED

Notice Filings (11)

FL IL IN KY LA NC NY OH SC TX VA

Address

35 PARK AVENUE
DAYTON, OH 45419
United States
Phone: (937) 938-9105