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| Jeppson Wealth Management LLC
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|---|---|
| CRD # | 305552 |
| SEC # | 801-117384 |
| CIK # | 0001831263 |
| AUM | $642.2 MM (2024-06-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 424-456-3111 |
| Address | 1230 Rosecrans Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 21.1 | |
| NVDA | 399,550.0 | 10.7 | |
| LMT | 111,953.9 | 10.3 | |
| XOM | 385,508.3 | 6.3 | |
| MSFT | 1,918,222.4 | 6.3 | |
| AMZN | 1,092,997.8 | 5.8 | |
| LLY | 301,789.7 | 4.9 | |
| DIS | 174,716.7 | 4.8 | |
| ORCL | 182,760.6 | 3.9 | |
| T | 147,547.0 | 3.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 383 | 64.6 |
| (b) Individuals (high net worth individuals) | 471 | 571.1 |
| (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 | 3 | 1.6 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 12 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 870 | 642.2 |
| By Discretionary | ||
| Discretionary | 870 | 642.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 870 | 642.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 642.2 | |
| Total | 870 | 642.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001831263] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.7 | |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.6 |
|
Great Diamond Partners LLC
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|
ME | 0.6 |
|
Firestone Capital Management Inc
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|
FL | 0.6 |
|
MARS Jewett Financial Group Inc
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|
WA | 0.6 |
|
Greylin Investment Management Inc
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|
VA | 0.6 |
|
93 Financial Group LLC
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|
MA | 0.6 |
|
Lighthouse Wealth Strategies LLC
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|
WA | 0.6 |
|
The Advocate Group LLC
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|
MN | 0.6 |
|
SSA Swiss Advisors AG
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|
0.6 |