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⚲
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| Jeppson Wealth Management LLC
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|
|---|---|
| CRD # | 305552 |
| SEC # | 801-117384 |
| CIK # | 0001831263 |
| AUM | $703.1 M (2025-03-18) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 424-456-3111 |
| Address | 1230 Rosecrans Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.1 | ||
| Nvidia Corp | 13.2 | ||
| Lockheed Martin Corp | 10.1 | ||
| Microsoft Corp | 6.8 | ||
| Amazon Com Inc | 6.4 | ||
| Exxon Mobil Corp | 6.1 | ||
| Walt Disney Co | 5.9 | ||
| Oracle Corp | 5.8 | ||
| AT&T Inc | 5.6 | ||
| Cisco Systems Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 416 | 68.1 |
| (b) Individuals (high net worth individuals) | 503 | 604.6 |
| (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 | 2.1 |
| (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 | 15 | 28.2 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 703.1 |
| By Discretionary | ||
| Discretionary | 938 | 703.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 938 | 703.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 703.1 | |
| Total | 938 | 703.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831263] |
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|---|---|---|
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MN | 0.7 |
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Perspective Wealth Partners LLC
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SLWA LLC
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NY | 0.7 |
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TX | 0.7 |