Jupiter Wealth Management LLC

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Jupiter Wealth Management LLC
CRD #299220
SEC #801-114274
CIK #0001774207
AUM $385.7 MM (2024-03-21)
Employees 4 (50% Investors, 0% Brokers)
Phone303-999-3716
Address4500 E Cherry Creek South Drive
Glendale, CO 80246
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002009201420192025
CIK Period
0001774207
/
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
WI 0.4
Frederick Financial Consultants LLC
MD 0.4
Sierra Investment Management Inc
CA 0.4
Fruth Investment Management
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
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