Overview
Assets Under Management: $642 million
Headquarters: MANHATTAN BEACH, CA
High-Net-Worth Clients: 503
Average Client Assets: $1 million
Frequently Asked Questions
JEPPSON WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305552), JEPPSON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JEPPSON WEALTH MANAGEMENT, LLC is headquartered in MANHATTAN BEACH, CA.
JEPPSON WEALTH MANAGEMENT, LLC serves 503 high-net-worth clients according to their SEC filing dated November 06, 2024. View client details ↓
According to their SEC Form ADV, JEPPSON WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
JEPPSON WEALTH MANAGEMENT, LLC manages $642 million in client assets according to their SEC filing dated November 06, 2024.
According to their SEC Form ADV, JEPPSON WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 503
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.99
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 870
Discretionary Accounts: 870
Regulatory Filings
CRD Number: 305552
Last Filing Date: 2024-11-06 00:00:00
Website: https://tru-ind.com