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| JPL Wealth Management LLC
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| CRD # | 328474 |
| SEC # | 801-128893 |
| CIK # | 0002010710 |
| AUM | 587.9 M (2026-03-30) |
| Employees | 6 (50% 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) | |
|---|---|---|---|
| Apple Inc | 12.4 | ||
| Broadcom Inc | 12.1 | ||
| Alphabet Inc | 10.8 | ||
| UnitedHealth Group Inc | 10.5 | ||
| Chevron Corp | 8.8 | ||
| Caterpillar Inc | 8.8 | ||
| Microsoft Corp | 7.2 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Wal Mart Stores Inc | 6.1 | ||
| AbbVie Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 53.1 |
| (b) Individuals (high net worth individuals) | 169 | 526.4 |
| (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 | 2.7 |
| (i) State or municipal government entities | 1 | 5.7 |
| (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 | 1,081 | 587.9 |
| By Discretionary | ||
| Discretionary | 1,081 | 587.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,081 | 587.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 587.9 | |
| Total | 1,081 | 587.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010710] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
OLIO Financial Planning LLC
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|
VA | 600.5 M |
|
Outlook Wealth Advisors LLC
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TX | 593.7 M |
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NE | 589.5 M |
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KIRR Marbach & Company LLC
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IN | 587.7 M |
|
Harpswell Capital Advisors LLC
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ME | 587.0 M |
|
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GA | 583.6 M |
|
Winch Advisory Services LLC
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WI | 580.2 M |
|
Northwest Quadrant LLC
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|
OR | 579.7 M |
|
Edgerock Capital LLC
✚
|
CO | 578.9 M |
|
Allodium Investment Consultants LLC
✚
|
MN | 576.8 M |