Experience Your Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Experience Your Wealth reports 70 clients. They include 48 individual clients and 22 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $105M across 415 accounts are not. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 18% |
| High-net-worth individuals | 31% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $18.6M | 17.6% | $387K |
| High-net-worth individuals | 22 | $86.7M | 82.4% | $3.94M |
| Total | 70 | $105M | 100% | $1.5M |
- Clients
- 48
- Regulatory AUM
- $18.6M
- AUM share
- 17.6%
- Avg. per client
- $387K
- Clients
- 22
- Regulatory AUM
- $86.7M
- AUM share
- 82.4%
- Avg. per client
- $3.94M
Total
- Clients
- 70
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $1.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Experience Your Wealth is paid through hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- One-Time Comprehensive Financial Planning
- One-time comprehensive financial planning and investment advisory is charged $2,500 to $7,500, depending on the client's needs and complexity.
- Project-Based Financial Planning
- Project-based financial planning is a fixed fee: an hourly rate of $200 to $600 multiplied by the estimated hours of the project.
John Northrup owns 75% or more of Experience Your Wealth. It has 3 employees, 2 of them in advisory roles.
Leadership
- John NorthrupManaging Member / CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Experience Your Wealth, LLC
John Northrup
Control person · since September 2019
Besides its headquarters, Experience Your Wealth has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Experience Your Wealth, LLC
- Headquarters
- Not reported
- Website
- experienceyourwealth.com
- Phone
- 401-227-7881
- SEC file
- 801-136693
- Structure
- Rhode Island LLC
- Fiscal year end
- December
Experience Your Wealth’s named custodian for separately managed accounts is Charles Schwab ($105M). Experience Your Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $105M100%
At year end, Experience Your Wealth’s separately managed accounts were mostly in stocks (80%).
What the accounts hold
- Stocks80%
- Funds8%
- Bonds7%
- Cash5%
How many clients does Experience Your Wealth have?
Experience Your Wealth has 70 clients and manages $105 million for them, as of July 2026. They include 48 individual clients and 22 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Experience Your Wealth offer?
Experience Your Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Experience Your Wealth use?
Experience Your Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Experience Your Wealth have?
Experience Your Wealth has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Experience Your Wealth invest in?
At the end of its last fiscal year, Experience Your Wealth’s separately managed accounts held 80% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Experience Your Wealth?
Experience Your Wealth’s direct owner is John Northrup (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Experience Your Wealth get paid?
Experience Your Wealth is paid through hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Experience Your Wealth?
Its phone number is 401-227-7881. Its website is experienceyourwealth.com.