Darryl Poisson
DJP Wealth Management · Tampa, Florida
Darryl Poisson is a fee-only financial advisor at DJP Wealth Management in Tampa, Florida. DJP Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | DJP Wealth Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $91.3M across 138 accounts |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 5359557 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.djpwealth.com |
| Profile |
How Darryl's firm compares
- DJP Wealth Management's average account is about $661,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Darryl
Is Darryl Poisson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Darryl holds no broker registration, and DJP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Darryl charge for financial advice?
Darryl's firm, DJP Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Darryl Poisson based?
Darryl Poisson is based in Tampa, Florida.
Is Darryl Poisson registered with the SEC?
Yes. Darryl Poisson is registered as an investment adviser representative in FL, TX and VA (CRD 5359557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DJP Wealth Management manage?
DJP Wealth Management reports $91.3M across 138 accounts in assets under management.
How do I contact Darryl Poisson?
Through Darryl's website, www.djpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DJP Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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