Jupiter Wealth Management, LLC
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
FINTRXOverview
Jupiter Wealth Management, LLC is an independent limited liability RIA that registered with the SEC in 2018. The firm is owned by a combination of a domestic entity and an individual and describes itself as a capital allocator serving individual and family clients. Its fee model combines a percentage-of-AUM component with fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection/oversight of other advisers. The firm does not position itself as an active ESG investor and is not designated as a multi-state adviser.
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 Equities58%
- Public Funds/Mutual Funds25%
- US Government Bonds7%
- Cash & Cash Equivalents7%
- State & Local Bonds3%
Owners & executives
1 of 1
James Boon
Founder & CEOCRD 2208538
Contacts
2 of 2
James Boon
President & FounderCRD 5627174
Ann Boon
FounderCRD 2547657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$57.1M in ETFs
85%
$48.6M
12%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.1M | 14,852 | 19.41% |
Location
Glendale, CO
Denver
Location
Glendale, CO
Headquartered in Glendale, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 4500 E Cherry Creek South Dr
- Time zone
- MT (UTC-7)
- Office locations
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