← Tributary

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

SAN FRANCISCO, CA · CRD 108559 · IAPD ↗ · firstrepublic.com · 415-392-1400

$86.27BRegulatory AUM
603Advisory reps
690Employees
172Clients
101-250Planning clients
3Private funds
53States
26Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (SAN FRANCISCO, CA) left the SEC roster (was $86.27B RAUM, 603 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
August 2024 — J.P. MORGAN PRIVATE WEALTH ADVISORS LLC's Item 11 disclosure-reporting entries rose by 2 (24 -> 26).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — J.P. MORGAN PRIVATE WEALTH ADVISORS LLC reported RAUM down 38% ($139.51B -> $86.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — J.P. MORGAN PRIVATE WEALTH ADVISORS LLC shrank from 720 to 603 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.