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| Jeppson Wealth Management LLC
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|---|---|
| CRD # | 305552 |
| SEC # | 801-117384 |
| CIK # | 0001831263 |
| AUM | 763.2 M (2026-03-24) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-456-3111 |
| Address | 1230 Rosecrans Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001831263 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.4 | ||
| Nvidia Corp | 13.9 | ||
| Lockheed Martin Corp | 11.9 | ||
| Amazon Com Inc | 6.0 | ||
| AT&T Inc | 5.6 | ||
| Alphabet Inc | 5.2 | ||
| Microsoft Corp | 5.2 | ||
| Walt Disney Co | 4.6 | ||
| American Electric Power Co Inc | 4.6 | ||
| Verizon Communications Inc | 4.5 | ||
| Cisco Systems Inc | 4.4 | ||
| Broadcom Inc | 4.0 | ||
| Lilly Eli & Co | 3.8 | ||
| Oracle Corp | 3.8 | ||
| United Technologies Corp /DE/ | 3.7 | ||
| J P Morgan Chase & Co | 3.7 | ||
| Wal Mart Stores Inc | 3.5 | ||
| Wheaton Precious Metals Corp | 3.4 | ||
| Johnson & Johnson | 3.4 | ||
| Kinder Morgan Inc | 3.3 | ||
| Chevron Corp | 3.2 | ||
| Freeport McMoran Copper & Gold Inc | 3.1 | ||
| SPDR Gold Trust | 3.0 | ||
| Shopify Inc | 2.9 | ||
| Rio Tinto PLC | 2.7 | ||
| Cardinal Health Inc | 2.6 | ||
| Gilead Sciences Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 427 | 68.9 |
| (b) Individuals (high net worth individuals) | 548 | 666.9 |
| (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 | 2.7 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 24.5 |
| (n) Other | 0 | 0.0 |
| Total | 994 | 763.2 |
| By Discretionary | ||
| Discretionary | 994 | 763.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 994 | 763.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 763.2 | |
| Total | 994 | 763.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831263] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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