Jessup Wealth Management, Inc.
- Regulatory AUM
- $360M
- Discretionary
- $360M
- Clients
- 411
- Avg AUM / client
- $876K
- Accounts
- 916
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 312 | $103M | 28.7% |
| High net worth individuals | 88 | $248M | 69.0% |
| Charitable organizations | 3 | $2.8M | 0.79% |
| Corporations and other businesses | 8 | $5.4M | 1.51% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew C. Jessup | Ceo, Cco, Managing Partner | Nov 2009 (17y) | 50% – 75% | |
| Mark Jerome Mcevily | Cio, Managing Partner | Sep 2015 (11y) | 25% – 50% | |
| Aaron David Cramer | Registered representative | CFP | Jan 2023 (4y) | |
| Nicholas S Whitaker | Registered representative | Jan 2023 (4y) | ||
| Taylor Ledbetter | Registered representative | Jan 2023 (4y) | ||
| John Mc Grath | Registered representative | Jul 2024 (2y) | ||
| Benjamin Mathile | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $298M (83% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗