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JUPITER WEALTH MANAGEMENT, LLC
CRD 299220 · SEC 801-114274
4500 E CHERRY CREEK SOUTH DRIVE, SUITE 1060, GLENDALE, CO, 80246, United States
Phone
303-999-3716
Fax
303-957-1776
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.8M
Discretionary AUM
$413.2M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $9.4M |
| High net worth individuals | 59 | $388.6M |
States served
CA, CO, IL, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD