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| Happy Holidays!! thanks for using AUM13F!! |
| JPL Wealth Management LLC
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| CRD # | 328474 |
| SEC # | 801-128893 |
| CIK # | 0002010710 |
| AUM | $516.0 M (2025-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 855-575-5752 |
| Address | 5300 Dtc Pkwy Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UnitedHealth Group Inc | 13.7 | ||
| Broadcom Inc | 13.1 | ||
| Apple Inc | 10.7 | ||
| Microsoft Corp | 10.4 | ||
| Alphabet Inc | 7.5 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| Chevron Corp | 6.2 | ||
| Thomson Reuters Corp /Can/ | 6.0 | ||
| Amazon Com Inc | 5.9 | ||
| Ares Management LP | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 39.9 |
| (b) Individuals (high net worth individuals) | 171 | 468.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.6 |
| (i) State or municipal government entities | 1 | 4.9 |
| (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 | 919 | 516.0 |
| By Discretionary | ||
| Discretionary | 917 | 515.3 |
| Non-Discretionary | 2 | 0.7 |
| Total | 919 | 516.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.1 | |
| United States Persons | 510.9 | |
| Total | 919 | 516.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010710] |
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|
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