JPL WEALTH MANAGEMENT, LLC

5300 Dtc Pkwy
Suite 100
Greenwood Village, Colorado 80111
Tel: 855-575-5752

About JPL WEALTH MANAGEMENT, LLC

JPL WEALTH MANAGEMENT, LLC, formally registered with the SEC as JPL WEALTH MANAGEMENT, LLC. The firm was established in 10/13/2023. They have over 4 offices throughout the country.

JPL WEALTH MANAGEMENT, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $299,977,224 assets under management, offering retirement planning & investment advisory services to 878 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328474
SEC#	801-128893
Assets Managed by Firm	$299,977,224
No. of Clients	878
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	878	$299,977,224
Individuals (other than high net worth individuals)	56	$22,822,996
High net worth individuals	132	$277,154,228

More Retirement Planning firms in Greenwood Village, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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