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| Jupiter Wealth Management LLC
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| |
|---|---|
| CRD # | 299220 |
| SEC # | 801-114274 |
| CIK # | 0001774207 |
| AUM | $385.7 MM (2024-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-999-3716 |
| Address | 4500 E Cherry Creek South Drive Glendale, CO 80246 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 16.9 | |
| MSFT | 1,918,222.4 | 14.5 | |
| AAPL | 2,382,844.0 | 13.1 | |
| NVDA | 399,550.0 | 7.1 | |
| HD | 277,648.0 | 5.4 | |
| AMZN | 1,092,997.8 | 5.3 | |
| AMT | 117,747.1 | 4.9 | |
| MA | 309,583.1 | 4.9 | |
| MS | 136,724.0 | 4.7 | |
| AVGO | 201,282.9 | 4.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 8.1 |
| (b) Individuals (high net worth individuals) | 49 | 336.3 |
| (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 | 26.0 |
| (h) Charitable organizations | 0 | 15.2 |
| (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 | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 291 | 385.7 |
| By Discretionary | ||
| Discretionary | 265 | 351.5 |
| Non-Discretionary | 26 | 34.2 |
| Total | 291 | 385.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.7 | |
| Total | 291 | 385.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001774207] |
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|---|---|---|
|
McCarthy Grittinger Financial Group LLC
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|
WI | 0.4 |
|
Frederick Financial Consultants LLC
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MD | 0.4 |
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CA | 0.4 |
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IL | 0.4 |
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Pathway Financial Advisers LLC
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IN | 0.4 |
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Lefavi Wealth Management Inc
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UT | 0.4 |
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Marks Wealth LLC
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MD | 0.4 |
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Rosenblum Silverman Sutton SF Inc
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CA | 0.4 |
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Objective Capital Management LLC
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OH | 0.4 |