| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Robinette Jeppson Control | Managing Member | Over 75% | 2019 |
| Michelle Lea Eldridge Control | Chief Compliance Officer | Under 5% | 2023 |
Jeppson Wealth Management, LLC reports $703.1 million in regulatory assets under management on its Form ADV.
Jeppson Wealth Management, LLC reports 7 employees.
Jeppson Wealth Management, LLC is based in Manhattan Beach, CA and has been SEC-registered since 2019.
Jeppson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266 |
| Phone | 424-456-3111 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1831263 |
| Discloses disciplinary history | No |
| Discretionary | $703.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $703.1M |