| Name | Title | Ownership | Since |
|---|---|---|---|
| Gallatin, Inc. Control | Member | 10-25% | 2024 |
| Joel Johnson Control | Chief Compliance Officer | Under 5% | 2023 |
| Party of 5, Inc. Control | Member | 25-50% | 2024 |
Jpl Wealth Management, LLC reports $516 million in regulatory assets under management on its Form ADV.
Jpl Wealth Management, LLC reports 5 employees.
Jpl Wealth Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2023.
Jpl Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5300 Dtc Pkwy, Suite 100, Greenwood Village, CO 80111 |
| Phone | 855-575-5752 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $515.3M |
| Non-discretionary | $714K |
| Total (RAUM) | $516M |