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JPL WEALTH MANAGEMENT, LLC
CRD 328474 · SEC 801-128893
5300 DTC PKWY, SUITE 100, GREENWOOD VILLAGE, CO, 80111, United States
Phone
855-575-5752
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$587.9M
Discretionary AUM
$587.9M
Team
6 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $53.1M |
| High net worth individuals | 169 | $526.4M |
| Charitable organizations | 1 | $2.7M |
| State/municipal entities | 1 | $5.7M |
States served
AZ, CA, CO, LA, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD