JUPITER WEALTH MANAGEMENT, LLC
CRD #299220 SEC #801-114274 GLENDALE, CO 303-999-3716
SEC Registered
Total AUM
$399.3M
Discretionary
$390M
Employees
4
Clients
1
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $399.3M | $390M | $9.4M | 4 | 0 |
| Mar 2025 | $399.3M | $390M | $9.4M | 4 | 0 |
| Mar 2024 | $385.7M | $351.5M | $34.2M | 4 | 0 |
| Mar 2023 | $331.3M | $299.8M | $31.4M | 4 | 0 |
| Feb 2023 | $331.3M | $299.8M | $31.4M | 4 | 0 |
| Oct 2022 | $400.5M | $367.3M | $33.2M | 4 | 0 |
| Apr 2022 | $400.5M | $367.3M | $33.2M | 4 | 0 |
| Mar 2022 | $400.5M | $367.3M | $33.2M | 4 | 0 |
| Nov 2021 | $380.5M | $351M | $29.6M | 5 | 0 |
| Aug 2021 | $380.5M | $351M | $29.6M | 5 | 0 |
| Apr 2021 | $380.5M | $351M | $29.6M | 5 | 0 |
| Mar 2021 | $380.5M | $351M | $29.6M | 5 | 0 |
| Nov 2020 | $368.4M | $334.5M | $33.9M | 5 | 0 |
| Jun 2020 | $368.4M | $334.5M | $33.9M | 5 | 0 |
| Mar 2020 | $368.4M | $334.5M | $33.9M | 5 | 0 |
| Oct 2019 | $305.5M | $284.3M | $21.3M | 3 | 0 |
| Sep 2019 | $305.5M | $284.3M | $21.3M | 3 | 0 |
| Jun 2019 | $305.5M | $284.3M | $21.3M | 3 | 0 |
| Mar 2019 | $305.5M | $284.3M | $21.3M | 3 | 0 |
| Jan 2019 | $305.5M | $284.3M | $21.3M | 3 | 0 |
| Nov 2018 | $0 | $0 | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$399.3M
Discretionary$390M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2025
Total AUM$399.3M
Discretionary$390M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2024
Total AUM$385.7M
Discretionary$351.5M
Non-Disc.$34.2M
Employees4
Clients0
DateMar 2023
Total AUM$331.3M
Discretionary$299.8M
Non-Disc.$31.4M
Employees4
Clients0
DateFeb 2023
Total AUM$331.3M
Discretionary$299.8M
Non-Disc.$31.4M
Employees4
Clients0
DateOct 2022
Total AUM$400.5M
Discretionary$367.3M
Non-Disc.$33.2M
Employees4
Clients0
DateApr 2022
Total AUM$400.5M
Discretionary$367.3M
Non-Disc.$33.2M
Employees4
Clients0
DateMar 2022
Total AUM$400.5M
Discretionary$367.3M
Non-Disc.$33.2M
Employees4
Clients0
DateNov 2021
Total AUM$380.5M
Discretionary$351M
Non-Disc.$29.6M
Employees5
Clients0
DateAug 2021
Total AUM$380.5M
Discretionary$351M
Non-Disc.$29.6M
Employees5
Clients0
DateApr 2021
Total AUM$380.5M
Discretionary$351M
Non-Disc.$29.6M
Employees5
Clients0
DateMar 2021
Total AUM$380.5M
Discretionary$351M
Non-Disc.$29.6M
Employees5
Clients0
DateNov 2020
Total AUM$368.4M
Discretionary$334.5M
Non-Disc.$33.9M
Employees5
Clients0
DateJun 2020
Total AUM$368.4M
Discretionary$334.5M
Non-Disc.$33.9M
Employees5
Clients0
DateMar 2020
Total AUM$368.4M
Discretionary$334.5M
Non-Disc.$33.9M
Employees5
Clients0
DateOct 2019
Total AUM$305.5M
Discretionary$284.3M
Non-Disc.$21.3M
Employees3
Clients0
DateSep 2019
Total AUM$305.5M
Discretionary$284.3M
Non-Disc.$21.3M
Employees3
Clients0
DateJun 2019
Total AUM$305.5M
Discretionary$284.3M
Non-Disc.$21.3M
Employees3
Clients0
DateMar 2019
Total AUM$305.5M
Discretionary$284.3M
Non-Disc.$21.3M
Employees3
Clients0
DateJan 2019
Total AUM$305.5M
Discretionary$284.3M
Non-Disc.$21.3M
Employees3
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0