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| Happy Holidays!! thanks for using AUM13F!! |
| Jupiter Wealth Management LLC
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| CRD # | 299220 |
| SEC # | 801-114274 |
| CIK # | 0001774207 |
| AUM | $399.3 M (2025-03-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-999-3716 |
| Address | 4500 E Cherry Creek South Drive Glendale, CO 80246 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 20.0 | ||
| Microsoft Corp | 17.0 | ||
| Nvidia Corp | 12.4 | ||
| Apple Inc | 11.0 | ||
| Morgan Stanley | 7.8 | ||
| Broadcom Inc | 7.1 | ||
| Mastercard Inc | 5.9 | ||
| Facebook Inc | 5.7 | ||
| Amazon Com Inc | 5.3 | ||
| Home Depot Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 9.4 |
| (b) Individuals (high net worth individuals) | 54 | 373.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 15.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 303 | 399.3 |
| By Discretionary | ||
| Discretionary | 283 | 390.0 |
| Non-Discretionary | 20 | 9.4 |
| Total | 303 | 399.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.3 | |
| Total | 303 | 399.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001774207] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IFC Personal Money Managers Inc
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|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Noble Family Wealth LLC
✚
|
FL | 0.4 |
|
EVT Financial Advisors AG
✚
|
0.4 | |
|
Morton Brown Family Wealth LLC
✚
|
PA | 0.4 |
|
Tigeroak Management LLC
✚
|
TN | 0.4 |
|
Front Row Advisors LLC
✚
|
CA | 0.4 |
|
Mullooly Asset Management Inc
✚
|
NJ | 0.4 |
|
Bates Financial Advisors Inc
✚
|
IL | 0.4 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.4 |