SEC Form ADV · CIK 1426755

J.P. MARVEL WEALTH MANAGEMENT, INC.

Firm profile: JP Marvel Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$820.7M

Assets Under Management

135

Total Clients

Employees

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Registration Details

CIK: 1426755
Accession: CRD-144364
Location: BOSTON, MA
Filing Date: March 27, 2026
AUM: $820.7M
Total Clients: 135
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

J.P. MARVEL WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in BOSTON, MA, managing approximately $820.7M in assets across 135 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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