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, SEC-registered registered investment adviser organized as an LLC and operating since 2019 under individual ownership. The firm serves both individuals/families and institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes both a percentage-of-AUM component and fixed fees. Jeppson does not identify as a capital allocator or an active ESG investor in its materials.
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
2 of 2
Michael Jeppson
CEO and Managing DirectorCRD 1418378
Michelle Eldridge
Chief Compliance OfficerCRD 4143449
Contacts
3 of 5
Michael Jeppson
Wealth AnalystCRD 7827098
Robert Jeppson
DirectorCRD 5020524
Craig Morse
Client Services ManagerCRD 5807192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$47.6M in ETFs
99%
$47M
0%
$667K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $17.4M | 170,049 | 36.46% |
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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