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⚲
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| Jeppson Wealth Management LLC
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|
|
|---|---|
| CRD # | 305552 |
| SEC # | 801-117384 |
| CIK # | 0001831263 |
| AUM | $571.2 MM (2023-03-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 424-456-3111 |
| Address | 1230 Rosecrans Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.8 | |
| LMT | 111,953.9 | 10.3 | |
| XOM | 385,508.3 | 7.4 | |
| MSFT | 1,918,222.4 | 4.4 | |
| T | 147,547.0 | 4.3 | |
| DIS | 174,716.7 | 4.0 | |
| AEP | 48,827.8 | 3.3 | |
| VZ | 211,914.0 | 3.2 | |
| AMZN | 1,092,997.8 | 3.2 | |
| CSCO | 178,309.9 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 322 | 49.7 |
| (b) Individuals (high net worth individuals) | 556 | 515.8 |
| (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 | 1 | 0.8 |
| (h) Charitable organizations | 1 | 1.4 |
| (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 | 8 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 888 | 571.2 |
| By Discretionary | ||
| Discretionary | 888 | 571.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 888 | 571.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.2 | |
| Total | 888 | 571.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001831263] |
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|---|---|---|
|
Erguz LLC
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|
TX | 0.6 |
|
Shulman Demeo Asset Management LLC
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NY | 0.6 |
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Horst & Graben Wealth Management LLC
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OR | 0.6 |
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Stevens Foster Financial Services Inc
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MN | 0.6 |
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Pinney & Scofield Inc
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MA | 0.6 |
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Sycamore Financial Group Inc
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IN | 0.6 |
|
Barton Investment Management LLC
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PA | 0.6 |
|
Financial Resources Groupcom LLC
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WA | 0.6 |
|
McMillan Office Inc
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MI | 0.6 |
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93 Financial Group LLC
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MA | 0.6 |