Jeppson Wealth Management, LLC
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 305552
- Registered since
- September 24, 2019
- Website
- jeppson-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.38%
- Individuals9.03%
- Corporations / Businesses3.21%
- Pension & Profit Sharing Plans0.35%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jeppson Wealth Management, LLC is an independent, LLC-structured registered investment adviser that began SEC registration in 2019. The firm is owned by an individual and focuses on financial planning and portfolio management for individuals, families and small-business clients, while also serving certain institutional relationships. Its fee model combines percentage-of-AUM charges with fixed fees. Jeppson does not present itself as an ESG-focused manager and is not classified as a capital allocator; its core activity is advising and managing client portfolios rather than operating as a fund sponsor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Cash & Cash Equivalents27%
- US Government Bonds15%
- State & Local Bonds10%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$46.9M in ETFs
99%
$46.3M
0%
$657K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $16.3M | 163,416 | 34.71% |
Location
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1230 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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