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MJP WEALTH ADVISORS

FARMINGTON, CT · CRD 127654 · IAPD ↗ · 860-677-7755

$1.56BRegulatory AUM
12Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
February 2026 — MJP WEALTH ADVISORS grew from 6 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — MJP WEALTH ADVISORS notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — MJP WEALTH ADVISORS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MJP WEALTH ADVISORS shrank from 11 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
August 2024 — MJP WEALTH ADVISORS notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — MJP WEALTH ADVISORS notice-filed in SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2024 — MJP WEALTH ADVISORS crossed $1B in regulatory AUM ($853.4M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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