Jpl Wealth Management, LLC
● SEC registered since 2023CRD 328474SEC# 801-128893Greenwood Village, CO
Reg. AUM
$587.9M
Employees
6
Accounts
1,081
Location
Greenwood Village, CO
Jpl Wealth Management, LLC assets under management
Jpl Wealth Management, LLC operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2023. It reports $587.9 million in regulatory assets under management and employs 6 people.
Jpl Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gallatin, Inc. Control | Member | 10-25% | 2024 |
| Joel Johnson Control | Chief Compliance Officer | Under 5% | 2023 |
| Party of 5, Inc. Control | Member | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Jpl Wealth Management, LLC manage?
Jpl Wealth Management, LLC reports $587.9 million in regulatory assets under management on its Form ADV.
How many employees does Jpl Wealth Management, LLC have?
Jpl Wealth Management, LLC reports 6 employees.
Where is Jpl Wealth Management, LLC located?
Jpl Wealth Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2023.
Does Jpl Wealth Management, LLC disclose fund performance?
Jpl 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 | 5300 Dtc Pkwy, Suite 100, Greenwood Village, CO 80111 |
| Phone | 855-575-5752 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$587.9M▲ 96%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$587.9Mregulatory AUM
Discretionary $587.9M