Jupiter Wealth Management, LLC
● SEC registered since 2018CRD 299220SEC# 801-114274Glendale, CO
Reg. AUM
$416.8M
Employees
4
Accounts
308
Location
Glendale, CO
Jupiter Wealth Management, LLC assets under management
Jupiter Wealth Management, LLC is an SEC-registered investment adviser based in Glendale, CO. The firm has been registered since 2018. It reports $416.8 million in regulatory assets under management and employs 4 people.
Jupiter Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Boon Family Trust Control | Member | 50-75% | 2018 |
| James Michael Boon Control | Chief Executive Officer | Under 5% | 2018 |
| James Tyler Boon Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Jupiter Wealth Management, LLC manage?
Jupiter Wealth Management, LLC reports $416.8 million in regulatory assets under management on its Form ADV.
How many employees does Jupiter Wealth Management, LLC have?
Jupiter Wealth Management, LLC reports 4 employees.
Where is Jupiter Wealth Management, LLC located?
Jupiter Wealth Management, LLC is based in Glendale, CO and has been SEC-registered since 2018.
Does Jupiter Wealth Management, LLC disclose fund performance?
Jupiter 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 | 4500 E Cherry Creek South Drive, Suite 1060, Glendale, CO 80246 |
| Phone | 303-999-3716 |
| Fax | 303-957-1776 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1774207 |
| Discloses disciplinary history | No |
Regulatory AUM
$416.8M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$416.8Mregulatory AUM
Discretionary $413.2MNon-discretionary $3.6M