JEPPSON WEALTH MANAGEMENT, LLC
CRD #305552 SEC #801-117384 MANHATTAN BEACH, CA 424-456-3111
SEC Registered
Total AUM
$703.1M
Discretionary
$703.1M
Employees
7
Clients
0
Accounts
938
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $703.1M | $703.1M | $0 | 7 | 0 |
| Mar 2025 | $703.1M | $703.1M | $0 | 7 | 0 |
| Nov 2024 | $642.2M | $642.2M | $0 | 6 | 0 |
| Jun 2024 | $642.2M | $642.2M | $0 | 6 | 0 |
| Mar 2024 | $642.2M | $642.2M | $0 | 6 | 0 |
| Nov 2023 | $571.2M | $571.2M | $0 | 5 | 0 |
| Sep 2023 | $571.2M | $571.2M | $0 | 5 | 0 |
| Mar 2023 | $571.2M | $571.2M | $0 | 5 | 0 |
| Mar 2023 | $571.2M | $571.2M | $0 | 5 | 0 |
| Nov 2022 | $562.1M | $463.6M | $98.5M | 5 | 0 |
| Oct 2022 | $562.1M | $463.6M | $98.5M | 5 | 0 |
| Mar 2022 | $562.1M | $463.6M | $98.5M | 5 | 0 |
| Dec 2021 | $390.6M | $390.6M | $0 | 5 | 0 |
| May 2021 | $390.6M | $390.6M | $0 | 4 | 0 |
| Mar 2021 | $390.6M | $390.6M | $0 | 4 | 0 |
| Mar 2021 | $390.6M | $390.6M | $0 | 4 | 0 |
| Jun 2020 | $365.9M | $336.7M | $29.2M | 3 | 0 |
| May 2020 | $365.9M | $336.7M | $29.2M | 3 | 0 |
| Jan 2020 | $365.9M | $336.7M | $29.2M | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$703.1M
Discretionary$703.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$703.1M
Discretionary$703.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$642.2M
Discretionary$642.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$642.2M
Discretionary$642.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$642.2M
Discretionary$642.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$571.2M
Discretionary$571.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$571.2M
Discretionary$571.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$571.2M
Discretionary$571.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$571.2M
Discretionary$571.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$562.1M
Discretionary$463.6M
Non-Disc.$98.5M
Employees5
Clients0
DateOct 2022
Total AUM$562.1M
Discretionary$463.6M
Non-Disc.$98.5M
Employees5
Clients0
DateMar 2022
Total AUM$562.1M
Discretionary$463.6M
Non-Disc.$98.5M
Employees5
Clients0
DateDec 2021
Total AUM$390.6M
Discretionary$390.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$390.6M
Discretionary$390.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$390.6M
Discretionary$390.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$390.6M
Discretionary$390.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$365.9M
Discretionary$336.7M
Non-Disc.$29.2M
Employees3
Clients0
DateMay 2020
Total AUM$365.9M
Discretionary$336.7M
Non-Disc.$29.2M
Employees3
Clients0
DateJan 2020
Total AUM$365.9M
Discretionary$336.7M
Non-Disc.$29.2M
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0