Djp Wealth Management, LLC

Djp Wealth Management, LLC (CRD# 153663) is a financial advisory firm headquartered in Tampa, FL. They manage $77,082,038 in 159 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4830 West Kennedy Boulevard, Suite 600, Tampa, FL 33609
http://www.djpwealth.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $484,793
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Djp Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Darryl Poisson, financial advisor Tampa FL
Darryl J. Poisson
CRD#: 5359557
4830 West Kennedy Boulevard, Suite 600, Tampa, FL 33609

Darryl Poisson (CRD# 5359557) is an Investment Advisor Representative working at Djp Wealth Management, LLC in Tampa, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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