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JEPPSON WEALTH MANAGEMENT, LLC
1230 Rosecrans Avenue
Suite 300
Manhattan Beach, California 90266
Tel: 424-456-3111
About JEPPSON WEALTH MANAGEMENT, LLC
JEPPSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as JEPPSON WEALTH MANAGEMENT, LLC. The firm was established in 09/24/2019. They have over 2 offices throughout the country.
JEPPSON WEALTH MANAGEMENT, LLC is a Manhattan Beach, California based Financial Planning firm with nearly $642,242,998 assets under management, offering retirement planning & investment advisory services to 870 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305552 |
| SEC# | 801-117384 |
| Assets Managed by Firm | $642,242,998 |
| No. of Clients | 870 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 870 | $642,242,998 |
| Individuals (other than high net worth individuals) | 383 | $64,575,614 |
| High net worth individuals | 471 | $571,142,868 |
| Pension and profit sharing plans | 3 | $1,633,854 |
| Charitable organizations | 1 | $105,916 |
| Corporations or other businesses | 12 | $4,784,746 |
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