# Jessup Wealth Management

Jessup Wealth Management is a Bank / Wealth / Trust based in Dayton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dayton, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** jessupwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/jessup-wealth-management-inc

## Regulatory record

- **CRD number:** 323035
- **SEC file number:** 801-127039
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323035

## About

Jessup Wealth Management is an SEC-registered investment adviser in Dayton, OH, registered since 2022. The firm manages approximately $360 million in regulatory assets. It has 12 employees and 7 investment advisers.

## Sectors

- Wealth Management
- Private Wealth

## Questions

### How does Jessup construct portfolios for business-owning families?

Portfolios incorporate three strategies customized to the tax and liquidity profile of private-business owners: Ohio-municipal-bond ladders that generate tax-exempt income for in-state families; private-placement life insurance policies that shelter alternative-asset returns; and direct commercial real estate holdings structured to produce depreciation benefits against active business income. Relative benchmark outperformance is secondary to meeting known liability streams — estate-tax obligations, buyout installments, and retirement transitions.

### Where does Jessup source new client relationships?

The firm sources clients through professional-referral networks — regional law firms handling business-succession matters, accounting practices that prepare multi-entity tax filings for family-owned groups, and commercial banks that lend to middle-market operating companies. The concentrated geography of southwestern Ohio, eastern Indiana, and northern Kentucky creates a relationship-dense market where these professional networks overlap.

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Last updated: 2026-06-03T20:00:00.000Z

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