JPL WEALTH MANAGEMENT, LLC
CRD #328474 SEC #801-128893 GREENWOOD VILLAGE, CO 855-575-5752
SEC Registered
Total AUM
$516M
Discretionary
$515.3M
Employees
5
Clients
101
Accounts
919
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $516M | $515.3M | $713.5K | 5 | 1 |
| Jan 2025 | $300M | $300M | $0 | 3 | 0 |
| Feb 2024 | $300M | $300M | $0 | 3 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$516M
Discretionary$515.3M
Non-Disc.$713.5K
Employees5
Clients1
DateJan 2025
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0