JUPITER WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$417M

Discretionary

$413M

99% of AUM

Avg account

$1.4M

Accounts

308

Employees

Advisory reps

Firm details

Headquarters: GLENDALE, Colorado
CRD number: 299220
Registered since: November 9, 2018
Website: www.jupiterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.24%
Charitable Organizations4.14%
Individuals2.26%
Pension & Profit Sharing Plans0.33%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Jupiter Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm appears in the SEC system since 2018 and charges both a percentage of assets under management and fixed fees for its services. Its advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm is not flagged as an active ESG investor and is not designated as a multi‑state adviser in the available data. Jupiter Wealth Management’s combination of direct portfolio management and third‑party manager selection signals a hybrid model that blends in‑house discretionary oversight with outsourced alternatives or specialist strategies when appropriate.