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Prime Financial Management, Inc.

MemberJpl Wealth Management, LLC

About Prime Financial Management, Inc.

Prime Financial Management, Inc. is listed as Member at Jpl Wealth Management, LLC in Greenwood Village, CO. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Jpl Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Prime Financial Management, Inc. work?

Prime Financial Management, Inc. is listed as Member at Jpl Wealth Management, LLC on SEC Form ADV.

How much of Jpl Wealth Management, LLC does Prime Financial Management, Inc. own?

Form ADV reports a beneficial ownership band of 25-50%.

Jpl Wealth Management, LLC

TitleMember
Ownership25-50%
Control personYes
Since2024