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JUPITER WEALTH MANAGEMENT, LLC
4500 E Cherry Creek South Drive
Suite 1060
Glendale, Colorado 80246
Tel: 303-999-3716
About JUPITER WEALTH MANAGEMENT, LLC
JUPITER WEALTH MANAGEMENT, LLC, formally registered with the SEC as JUPITER WEALTH MANAGEMENT, LLC. The firm was established in 11/09/2018. They have over 1 offices throughout the country.
JUPITER WEALTH MANAGEMENT, LLC is a Glendale, Colorado based Financial Planning firm with nearly $385,704,499 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299220 |
| SEC# | 801-114274 |
| Assets Managed by Firm | $385,704,499 |
| No. of Clients | 291 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 291 | $385,704,499 |
| Individuals (other than high net worth individuals) | 33 | $8,075,450 |
| High net worth individuals | 49 | $336,344,839 |
| Pension and profit sharing plans | Fewer than 5 clients | $25,998,251 |
| Charitable organizations | Fewer than 5 clients | $15,154,384 |
| Corporations or other businesses | Fewer than 5 clients | $131,575 |
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