Jeppson Wealth Management, LLC
● SEC registered since 2019CRD 305552SEC# 801-117384Manhattan Beach, CA
Reg. AUM
$763.2M
Employees
7
Accounts
994
Location
Manhattan Beach, CA
Jeppson Wealth Management, LLC assets under management
Jeppson Wealth Management, LLC is an SEC-registered investment adviser based in Manhattan Beach, CA. The firm has been registered since 2019. It reports $763.2 million in regulatory assets under management and employs 7 people.
Jeppson Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Robinette Jeppson Control | Managing Member | Over 75% | 2019 |
| Michelle Lea Eldridge Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Jeppson Wealth Management, LLC manage?
Jeppson Wealth Management, LLC reports $763.2 million in regulatory assets under management on its Form ADV.
How many employees does Jeppson Wealth Management, LLC have?
Jeppson Wealth Management, LLC reports 7 employees.
Where is Jeppson Wealth Management, LLC located?
Jeppson Wealth Management, LLC is based in Manhattan Beach, CA and has been SEC-registered since 2019.
Does Jeppson Wealth Management, LLC disclose fund performance?
Jeppson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266 |
| Phone | 424-456-3111 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1831263 |
| Discloses disciplinary history | No |
Regulatory AUM
$763.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$763.2Mregulatory AUM
Discretionary $763.2M