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DJP WEALTH MANAGEMENT, LLC

Advisory

TAMPA, FL

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in FL
#1,362
of 2,610 advisers by AUM
Average account
$661K
across 138 accounts
AUM per adviser
$91M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$91M
Discretionary %
100%
Clients
43
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

AULESTIA WEALTH MANAGEMENT, INC.
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$91M
FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATION
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$91M
+7.7% 1Y
GENESIS WEALTH MANAGEMENT, INC.
CORAL GABLES, FL
$91M
QUORUM INVESTMENT COUNSEL, LLC
MIAMI, FL
$92M
-70.1% 1Y
FIDUCIARYPLANREVIEW.COM, LLC
MIRAMAR BEACH, FL
$91M
+116.7% 1Y
EARTHVIEW ADVISORS LLC
MIAMI, FL
$92M
-10.7% 1Y

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