JPL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 328474
- Registered since
- October 13, 2023
- Website
- www.jplwm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.53%
- Individuals9.04%
- State / Municipal Government0.97%
- Charitable Organizations0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
JPL Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm operates as a limited liability company and describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, manager selection services, and educational seminars and workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is not identified as an active ESG investor and does not report a multi-state adviser designation.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities41%
- Public Funds/Mutual Funds36%
- US Government Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
Contacts
3 of 4LUKE NAGELL
OwnerCRD 5239324
Anna Bhai
Head of Financial PlanningCRD 7086870
JOEL JOHNSON
Partner, Wealth AdvisorCRD 3134733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 225Active vs passive
$461M in ETFs
60%
$278M
26%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF (BSCV) | Invesco | Passive | Target Maturity | $21.6M | 1,310,877 | 4.68% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 5300 Dtc Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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