JPL Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$588M

Discretionary

$588M

100% of AUM

Avg account

$544K

Accounts

1,081

Employees

Advisory reps

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

FINTRX

Overview

JPL Wealth Management, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and institutional clients. The firm operates as a limited liability company and lists both percentage-of-AUM and fixed-fee billing options. Services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of third-party advisers, and educational seminars and workshops. The firm identifies itself as a capital allocator and is not marketed as an ESG-focused manager. The adviser was SEC-registered in 2023 and reports both individual/family and institutional clients. It performs active manager selection, which supports allocations into external fund managers and alternatives. The firm is not categorized as a multi-state adviser in the provided data.