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Building 2JHP WEALTH MANAGEMENT, LLC

Map pinHIGHLANDS RANCH, CO
Phone720-580-0597
NotebookSEC #801-114076
Total AUM
$40.3M
Employees
1
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1745 SHEA CENTER DRIVE
SUITE 400
HIGHLANDS RANCH
CO 80129
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
720-580-0597

ReceiptFinancials

Total AUM
$40.3M
Accounts
92
Discretionary
$40.3M
Accounts
92
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$11.1M
HNW Individual Clients
10
AUM
$29.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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