This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$1.6BItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.6B

Private client RAUM

$1.2BderivedItem 5.D individuals plus high net worth individuals

Private client share

80%derivedprivate client RAUM over total RAUM

Advisors on IAPD

12

RAUM per advisor

$130Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

21

Advisory employees

12

Offices

1Schedule D 1.F, beyond the principal office

Accounts

3,057

Individual clients

586

High net worth clients

279

Custody, client assets

$297M

SEC number

801-63389

CIK

715113

CRD

127654

Filings on the tape

73

First filed

Mar 27, 2012

Latest filed

Jun 11, 2026

Organised

Corporation, CT

• Occurred

  Jun 8, 2021
  Regulatory AUM changed

  Mjp Wealth Advisors reported RAUM $756.7M, up 39% from $544.8M (2020-08-31 to 2021-06-08)

  Form ADVobserved 6 days ago
  $212M
• Occurred

  Apr 8, 2014
  Succession filed (Item 4)

  Mjp Associates, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1ab9a465-d306-fbbb-850c-5d9f0dcbca41

First observed

Mar 27, 2012

Last observed

Jun 11, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.