RIA Intel›Advisers›California›J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Nov 20, 2024 · Source: SEC Form ADV

Total AUM
$86.3B
1-Year AUM Growth
-38.2%
3-Year CAGR
-6.0%
Employees
603
Assets Under Management
Total AUM$86.3B
Discretionary AUM$82.9B
Non-Discretionary AUM$3.3B
Discretionary %96.1%
Total Clients20,265
Team
Total Employees603
Investment Advisers690
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record124
First FilingMar 30, 2001
Latest FilingNov 20, 2024
🔒 Full AUM trend chart and 124 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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