RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOELICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOELICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOELICHIEF COMPLIANCE OFFICERNA Control
CNSL MANAGEMENT ENTERPRISES, LLCDEMANAGING MEMBERE Control
JOHNSON, JOELIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
JOHNSON, JOELIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GALLATIN, INC.DEMEMBERC Control
GALLATIN, INC.DEMEMBERC Control
JOHNSON, JOELIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
NAGELL, LUKEIMEMBERC Control
PARTY OF 5, INC.DEMEMBERC Control
PARTY OF 5, INC.DEMEMBERC Control
PARTY OF 5, INC.DEMEMBERC Control
PRIME FINANCIAL MANAGEMENT, INC.DEMEMBERC Control
PRIME FINANCIAL MANAGEMENT, INC.DEMEMBERC Control
PRIME FINANCIAL MANAGEMENT, INC.DEMEMBERC Control
RUDY, PATRICK, RYANIMEMBERC Control
RUDY, PATRICK, RYANIMANAGING MEMBERC Control
RUDY, PATRICK, RYANIMANAGING MEMBERC Control
GALLATIN, INC.DEMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JOHNSON, JOELIPRIME FINANCIAL MANAGEMENT, INC.E Control
NAGELL, LUKEIGALLATIN, INC.E Control
RUDY, PATRICK, RYANIPARTY OF 5, INC.E Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (6)

AZ CA CO FL TX UT

Address

5300 DTC PKWY
SUITE 100
GREENWOOD VILLAGE, CO 80111
United States
Phone: 855-575-5752