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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 |
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