Wealth manager, bank-affiliated · New York, NY
J.p.morgan Wealth Management Solutions Inc.
SEC-registered investment adviser · CRD 335439 · SEC 801-132761
At a glance
J.p.morgan Wealth Management Solutions Inc. is an SEC-registered investment adviser based in New York, New York, with $9 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 32 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 8,759th of 8,915 wealth managers and 16,311th of 17,210 SEC-registered advisers by assets.
Main office 212-464-2070jpmorgan.comAs filed on Form ADV
- Regulatory AUM
- $9M
- Rank among wealth managers
- #8,759 of 8,915
- Rank among all SEC RIAs
- #16,311 of 17,210
- Rank in New York
- #2,470 of 2,591
- Individual clients
- 32
- High-net-worth clients
- 6
- Accounts
- 33
- Discretionary
- 100% of AUM
- Employees
- 65
- Advisory staff
- 11
- Offices
- 2
Owners and executives on its Form ADV
- Mary E. SavinoPresident and Director
- Michael ChoiChief Compliance Officer
- Abby L. IngberChief Legal Officer
- Christopher SkoldbergChief Financial Officer
- Ritambhara KumarDirector
- Georgiy V ZhikharevDirector
- Manuel D. FonsecaDirector
- Theodore F DimigDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
J.p.morgan Wealth Management Solutions Inc. is a hybrid RIA: 18 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: J.P. Morgan Securities LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 6 | $4M | 49% |
| Individuals | 26 | $4M | 45% |
| Corporations or other businesses | 1 | $1M | 6% |
Disciplinary disclosures
J.p.morgan Wealth Management Solutions Inc. answers yes to 13 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗jpmorgan.com ↗
AtlasMembers
The full record on J.p.morgan Wealth Management Solutions Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 119 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does J.p.morgan Wealth Management Solutions Inc. manage?
J.p.morgan Wealth Management Solutions Inc. reports $9 million in regulatory assets under management across 33 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is J.p.morgan Wealth Management Solutions Inc.?
J.p.morgan Wealth Management Solutions Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are J.p.morgan Wealth Management Solutions Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($4 million, 6 clients); individuals ($4 million, 26 clients); corporations or other businesses ($501,394, 1 clients).
Does J.p.morgan Wealth Management Solutions Inc. have any disciplinary history?
J.p.morgan Wealth Management Solutions Inc. answers yes to 13 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is J.p.morgan Wealth Management Solutions Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →