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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING DIRECTOR | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
| JEPPSON, MICHAEL, ROBINETTE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (15)
AZ CA FL LA NC NE NH NV NY OR PA TX UT VA WA
Address
1230 ROSECRANS AVENUESUITE 300
MANHATTAN BEACH, CA 90266
United States
Phone: 424-456-3111