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Jupiter Wealth Management, LLC

● SEC registered since 2018CRD 299220SEC# 801-114274Glendale, CO
Export (members)
Reg. AUM
$399.3M
Employees
4
Accounts
303
Location
Glendale, CO

Jupiter Wealth Management, LLC assets under management

Jupiter Wealth Management, LLC is an SEC-registered investment adviser based in Glendale, CO. The firm has been registered since 2018. It reports $399.3 million in regulatory assets under management and employs 4 people.

Jupiter Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Boon Family Trust ControlMember50-75%2018
James Michael Boon ControlChief Executive OfficerUnder 5%2018
James Tyler Boon ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Jupiter Wealth Management, LLC manage?

Jupiter Wealth Management, LLC reports $399.3 million in regulatory assets under management on its Form ADV.

How many employees does Jupiter Wealth Management, LLC have?

Jupiter Wealth Management, LLC reports 4 employees.

Where is Jupiter Wealth Management, LLC located?

Jupiter Wealth Management, LLC is based in Glendale, CO and has been SEC-registered since 2018.

Does Jupiter Wealth Management, LLC disclose fund performance?

Jupiter Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4500 E Cherry Creek South Drive, Suite 1060, Glendale, CO 80246
Phone303-999-3716
Fax303-957-1776
Office hours5-Sep
SEC regionDenver Regional Office (DRO)
CIK1774207
Discloses disciplinary historyNo

Assets under management

Discretionary$390M
Non-discretionary$9.4M
Total (RAUM)$399.3M