Fee-only adviser · Centennial, CO

JHP Wealth Management, LLC

JHP Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Centennial, Colorado. On its latest Form ADV, filed February 26, 2026, it reports $224M in regulatory assets under management, 124 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number298784 · SEC file 801-119280
Office6500 S Quebec ST #215
Centennial, CO 80111
Phone(720) 580-0597
WebsiteNot listed
Regulatory assets under management$224M
Individual clients67 non-high-net-worth, 57 high-net-worth
Financial planning clients0
How it chargesPercentage of assets
ServicesFinancial planning, Portfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingFebruary 26, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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