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| Jupiter Wealth Management LLC
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| CRD # | 299220 |
| SEC # | 801-114274 |
| CIK # | 0001774207 |
| AUM | 416.8 M (2026-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-999-3716 |
| Address | 4500 E Cherry Creek South Drive Glendale, CO 80246 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001774207 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 38.3 | ||
| Nvidia Corp | 15.9 | ||
| Apple Inc | 15.7 | ||
| Microsoft Corp | 14.3 | ||
| Broadcom Inc | 12.6 | ||
| Morgan Stanley | 11.1 | ||
| Amazon Com Inc | 9.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.8 | ||
| Mastercard Inc | 4.9 | ||
| Johnson & Johnson | 4.8 | ||
| Facebook Inc | 4.6 | ||
| Crown Holdings Inc | 3.9 | ||
| Home Depot Inc | 3.9 | ||
| American Tower Corp /MA/ | 3.4 | ||
| Goldman Sachs Group Inc | 2.9 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 2.8 | ||
| Citigroup Inc | 2.7 | ||
| Marathon Petroleum Corp | 2.5 | ||
| ASML Holding NV | 2.3 | ||
| PepsiCo Inc | 1.9 | ||
| SPDR Gold Trust | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 9.4 |
| (b) Individuals (high net worth individuals) | 59 | 388.6 |
| (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 | 1.4 |
| (h) Charitable organizations | 0 | 17.3 |
| (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 | 308 | 416.8 |
| By Discretionary | ||
| Discretionary | 288 | 413.2 |
| Non-Discretionary | 20 | 3.6 |
| Total | 308 | 416.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.8 | |
| Total | 308 | 416.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774207] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mauney-Pitt Financial Management Inc
✚
|
NC | 418.0 M |
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Quantum Private Wealth LLC
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FL | 418.0 M |
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Flatrock Wealth Partners LLC
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CA | 417.6 M |
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Coquina Private Wealth LLC
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FL | 417.6 M |
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Seven Mile Advisory LLC
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FL | 416.8 M |
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Strategic Asset Management Group Advisors Inc
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|
FL | 416.5 M |
|
Market Investment Group LLC
✚
|
KS | 416.4 M |
|
Highview Capital Management LLC
✚
|
IL | 416.3 M |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 416.2 M |
|
Capstone Wealth Management LLC
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|
AL | 416.1 M |