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J.P. Aubry Wealth Advisors
J.P. Aubry Wealth Advisors is a multi-family office and RIA serving high-net-worth families with customized wealth management and fiduciary investment...
J.P. Aubry Wealth Advisors
J.P. Aubry Wealth Advisors was established as a registered investment advisor (RIA) under the regulatory framework of the Securities and Exchange Commission, operating as a fiduciary for its clients. The firm's structure as a multi-family office allows it to serve multiple families, providing consolidated wealth management services that include investment advisory, financial planning, and estate planning. The wealth it manages originates from the accumulated capital of its client families, primarily high-net-worth individuals seeking dedicated advisory. The firm's investment strategy spans a diversified set of asset classes, including equities, fixed income, and alternative investments such as private equity and real estate. It typically constructs bespoke portfolios for each client family, avoiding a one-size-fits-all approach. While specific portfolio companies are not publicly disclosed, the firm's public filings indicate a practice of investing in both publicly traded securities and private placements. Geographic coverage is primarily domestic, focusing on the United States market. J.P. Aubry Wealth Advisors maintains a lean team of professionals, though exact headcount is not publicly specified. The firm operates from a single office location, with no additional offices publicly identified. No recent operational events within the last 24 months have been widely reported. The firm's regulatory filings and online presence remain minimal, limiting external visibility into its scale and activities. A structural differentiator is its regulatory status as an RIA under the Investment Advisers Act of 1940, which imposes a fiduciary duty to act in clients' best interests, a standard not all wealth managers adopt. This, combined with its multi-family office model, positions it as a service provider that emphasizes governance and client alignment over proprietary product distribution. However, the firm's lack of public disclosure makes independent verification of its operational distinctiveness challenging.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
How does J.P. Aubry Wealth Advisors make money?
As a registered investment advisor, J.P. Aubry Wealth Advisors likely charges a fee based on assets under management, typically a percentage of the portfolio value. This fee structure aligns the firm's incentives with client portfolio growth, as mandated by its fiduciary duty. Industry practice for RIAs often involves a tiered fee schedule, but specific rates for this firm are not publicly available.
What is the firm's investment philosophy?
Publicly available information does not detail a specific investment philosophy. However, as a multi-family office RIA, the firm likely follows a client-centric approach, creating customized portfolios that balance risk and return based on individual family goals. This typically involves a mix of traditional asset classes like stocks and bonds, alongside alternative investments for diversification.
Is J.P. Aubry Wealth Advisors a fiduciary?
Yes. As a registered investment advisor with the SEC, the firm is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means it must prioritize client interests above its own, disclose all conflicts of interest, and provide advice that is in the client's best interest.
Who is the principal of J.P. Aubry Wealth Advisors?
The firm's name suggests the principal is likely John P. Aubry or a similar named individual, but this is not confirmed by public sources. The SEC's Investment Adviser Public Disclosure (IAPD) database would list the firm's owners and key personnel, though such details are not widely reported in media.
Does J.P. Aubry Wealth Advisors have a minimum account size?
No minimum account size is publicly disclosed for this firm. Multi-family offices typically cater to high-net-worth families, often requiring a minimum of $5–$10 million in investable assets, but this is speculative without explicit disclosure.
What types of clients does J.P. Aubry Wealth Advisors serve?
The firm serves high-net-worth families, likely including individuals, trusts, and estates. Its multi-family office structure indicates it works with multiple families rather than a single wealthy family, which distinguishes it from a single-family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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