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JEPPSON WEALTH MANAGEMENT, LLC
CRD 305552 · SEC 801-117384
1230 ROSECRANS AVENUE, SUITE 300, MANHATTAN BEACH, CA, 90266, United States
Phone
424-456-3111
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$763.2M
Discretionary AUM
$763.2M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 427 | $68.9M |
| High net worth individuals | 548 | $666.9M |
| Pension/profit sharing plans | 3 | $2.7M |
| Charitable organizations | 1 | $224K |
| Corporations/business entities | 15 | $24.5M |
States served
AZ, CA, NV, NY, OR, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD