|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| JPL Wealth Management LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0002010710 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UnitedHealth Group Inc | 13.7 | ||
| Broadcom Inc | 13.1 | ||
| Apple Inc | 10.7 | ||
| Microsoft Corp | 10.4 | ||
| Alphabet Inc | 7.5 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| Chevron Corp | 6.2 | ||
| Thomson Reuters Corp /Can/ | 6.0 | ||
| Amazon Com Inc | 5.9 | ||
| Ares Management LP | 5.9 | ||
| Caterpillar Inc | 5.5 | ||
| Wal Mart Stores Inc | 5.3 | ||
| AbbVie Inc | 5.1 | ||
| Mastercard Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.6 | ||
| International Business Machines Corp | 4.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riggs Asset Management Co Inc
✚
|
PA | 0.5 |
|
Empire Financial Management Company LLC
✚
|
NY | 0.5 |
|
Dara Capital US Inc
✚
|
FL | 0.5 |
|
Kiely Wealth Advisory Group Inc
✚
|
NC | 0.5 |
|
Marrella Private Wealth LLC
✚
|
PA | 0.5 |
|
KIRR Marbach & Company LLC
✚
|
IN | 0.5 |
|
Shakespeare Wealth Management LLC
✚
|
WI | 0.5 |
|
Winch Advisory Services LLC
✚
|
WI | 0.5 |
|
REAP Financial Group LLC
✚
|
TX | 0.5 |
|
BARE Financial Services Inc
✚
|
PA | 0.5 |