{"url":"https://nivawealth.com/firms/jhp-wealth-management-298784","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/298784","regulatoryAum":223829473,"crd":"298784","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4961854","suffix":null,"lastName":"HOLTKAMP","firstName":"JOHN","middleName":"KENNETH"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-19","regulatoryAum":128218290,"clients":75,"employees":2,"offices":1},{"filedOn":"2022-02-14","regulatoryAum":162541926,"clients":97,"employees":2,"offices":1},{"filedOn":"2023-08-08","regulatoryAum":143896748,"clients":107,"employees":2,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":172685867,"clients":111,"employees":1,"offices":1},{"filedOn":"2025-02-28","regulatoryAum":192137442,"clients":113,"employees":1,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":223829473,"clients":124,"employees":1,"offices":1}],"secFileNumber":"801-119280","legalName":"JHP 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have?","answer":"JHP Wealth Management has 124 clients and manages $224 million for them, as of February 2026. They include 67 individual clients and 57 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JHP Wealth Management offer?","answer":"JHP Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does JHP Wealth Management charge?","answer":"JHP Wealth Management charges 0.50%–0.90% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"2A BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does JHP Wealth Management use?","answer":"JHP Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $224M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JHP Wealth Management have?","answer":"JHP Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JHP Wealth Management invest in?","answer":"At the end of its last fiscal year, JHP Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns JHP Wealth Management?","answer":"JHP Wealth Management’s direct owner is John Holtkamp (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JHP Wealth Management get paid?","answer":"JHP Wealth Management is paid through a percentage of assets under management. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact JHP Wealth Management?","answer":"JHP Wealth Management’s main office is at 6500 S Quebec St, #215, Centennial, CO 80111. Its phone number is 720-580-0597.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/jhp-wealth-management-298784/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-31","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2110669/000211066926000003/0002110669-26-000003-index.html","totalValue":122102417,"positionCount":40,"top10Share":0.8642779610169388,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":33768343,"shares":45091,"shareType":"SH","priorValue":29329011,"priorShares":44900},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":22840995,"shares":33257,"shareType":"SH","priorValue":20491130,"priorShares":34292},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}