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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) |
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CIK | Period |
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0001774207 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Alphabet Inc | 1,475,138.5 | 16.9 | |
Microsoft Corp | 1,918,222.4 | 14.5 | |
Apple Inc | 2,382,844.0 | 13.1 | |
Nvidia Corp | 399,550.0 | 7.1 | |
Home Depot Inc | 277,648.0 | 5.4 | |
Amazon Com Inc | 1,092,997.8 | 5.3 | |
American Tower Corp /MA/ | 117,747.1 | 4.9 | |
Mastercard Inc | 309,583.1 | 4.9 | |
Morgan Stanley | 136,724.0 | 4.7 | |
Broadcom Inc | 201,282.9 | 4.0 | |
Crown Holdings Inc | 11,641.4 | 3.6 | |
Johnson & Johnson | 465,600.2 | 3.6 | |
Nike Inc | 161,751.8 | 3.1 | |
Facebook Inc | 434,852.0 | 2.9 | |
Marathon Petroleum Corp | 47,980.8 | 2.8 | |
Bank of America Corp /DE/ | 278,315.2 | 2.6 | |
Freeport McMoran Copper & Gold Inc | 44,631.0 | 2.5 | |
Nuveen Amt-Free Quality Municipal Income Fund | 3,486.8 | 2.4 | |
Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 2.3 | |
Citigroup Inc | 91,678.1 | 2.2 | |
Pfizer Inc | 284,248.0 | 2.2 | |
PepsiCo Inc | 226,773.9 | 2.2 | |
Merck & Co Inc | 232,371.9 | 2.0 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 33 | 8.1 |
(b) Individuals (high net worth individuals) | 49 | 336.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 26.0 |
(h) Charitable organizations | 0 | 15.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 291 | 385.7 |
By Discretionary | ||
Discretionary | 265 | 351.5 |
Non-Discretionary | 26 | 34.2 |
Total | 291 | 385.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 385.7 | |
Total | 291 | 385.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001774207] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
McCarthy Grittinger Financial Group LLC
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|
WI | 0.4 |
Frederick Financial Consultants LLC
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|
MD | 0.4 |
Sierra Investment Management Inc
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|
CA | 0.4 |
Fruth Investment Management
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|
TX | 0.4 |
Ruedi Wealth Management Inc
✚
|
IL | 0.4 |
Pathway Financial Advisers LLC
✚
|
IN | 0.4 |
Lefavi Wealth Management Inc
✚
|
UT | 0.4 |
Marks Wealth LLC
✚
|
MD | 0.4 |
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 0.4 |
Objective Capital Management LLC
✚
|
OH | 0.4 |