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J.P. MARVEL WEALTH MANAGEMENT, INC.

BOSTON, MA · CRD 144364 · IAPD ↗ · jpmarvel.com · 617-342-5600

$820.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — J.P. MARVEL WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($483.6M -> $564.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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