← Tributary

JESSUP WEALTH MANAGEMENT

DAYTON, OH · CRD 323035 · IAPD ↗ · (937) 938-9105

$360.2MRegulatory AUM
7Advisory reps
12Employees
9Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — JESSUP WEALTH MANAGEMENT grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
December 2025 — JESSUP WEALTH MANAGEMENT began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
November 2024 — JESSUP WEALTH MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — JESSUP WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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