JPL WEALTH MANAGEMENT

Overview

JPL Wealth Management operates as a small, independent registered investment adviser serving individual and family clients. The firm runs a boutique practice model: it provides financial planning, portfolio management for individuals and small businesses, selects outside advisers on behalf of clients, and runs educational seminars and workshops. Its fee arrangements are flexible—percentage of AUM, hourly, and fixed-fee engagements are used depending on client needs. Investment activity is concentrated and conservative in scope. Public funds and mutual funds make up the largest portion of invested assets, and the firm acts as a capital allocator when placing client capital with third‑party managers. It is not an active ESG investor, and it does not report multi‑state adviser status. An insurance company affiliation is listed among the firm’s industry ties, reflecting an additional channel for client solutions or product access. Custody is handled through Charles Schwab & Co., Inc., which supports the firm’s trading, reporting and operational needs.

Assets & Accounts

Investments & Alternatives

Location & Offices