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| Jackson Wealth Management LLC
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|---|---|
| CRD # | 310496 |
| SEC # | 801-136322 |
| CIK # | 0001536799 |
| AUM | 107.0 M (2026-04-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 303-808-5229 |
| Address | 115 Wilcox St Suite 220 Castle Rock, CO 80104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001536799 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 51.6 | ||
| Microsoft Corp | 50.3 | ||
| Broadcom Inc | 50.3 | ||
| KLA Tencor Corp | 31.5 | ||
| Lam Research Corp | 21.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 17.2 | ||
| Alphabet Inc | 16.9 | ||
| Mastercard Inc | 15.8 | ||
| Costco Wholesale Corp /NEW | 14.3 | ||
| Facebook Inc | 12.7 | ||
| Nvidia Corp | 12.7 | ||
| Alphabet Inc | 12.2 | ||
| Evercore Partners Inc | 11.8 | ||
| AbbVie Inc | 9.9 | ||
| Eaton Corp Ltd | 9.6 | ||
| Amerisourcebergen Corp | 9.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 39.3 |
| (b) Individuals (high net worth individuals) | 32 | 67.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 107.0 |
| By Discretionary | ||
| Discretionary | 380 | 107.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 107.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.0 | |
| Total | 380 | 107.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001536799] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strickler Investment Services LLC
✚
|
MI | 107.3 M |
|
Omnitrust Wealth Management Inc
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FL | 107.2 M |
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Elevate Financial Planning and Wealth Management LLC
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FL | 107.1 M |
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Martin Wealth Management
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107.1 M | |
|
Ardenwood Advisors LLC
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107.1 M | |
|
DC Capital Management LLC
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107.0 M | |
|
Trusco Investment Management LLC
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TN | 107.0 M |
|
KJ Capital Management LLC
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|
107.0 M | |
|
Endure Capital LLC
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CA | 106.9 M |
|
EQV Advisory LLC
✚
|
NC | 106.8 M |