JEPPSON WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MANHATTAN BEACH, California
- CRD number
- 305552
- Registered since
- September 24, 2019
- Website
- jeppson-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.38%
- Individuals9.03%
- Corporations / Businesses3.21%
- Pension & Profit Sharing Plans0.35%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jeppson Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Jeppson charges fees as a percentage of AUM and via fixed fees. The firm is not positioned as a capital allocator and relies on third‑party managers for alternative exposure. It does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Cash & Cash Equivalents27%
- US Government Bonds15%
- State & Local Bonds10%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2MICHAEL JEPPSON
CEO and Managing DirectorCRD 1418378
MICHELLE ELDRIDGE
Chief Compliance OfficerCRD 4143449
Contacts
3 of 5Michael Jeppson
Wealth AnalystCRD 7827098
ROBERT JEPPSON
DirectorCRD 5020524
CRAIG MORSE
Client Services ManagerCRD 5807192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$47M in ETFs
99%
$46.4M
0%
$658K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $17.7M | 171,466 | 37.71% |
Location
MANHATTAN BEACH, CA
LOS ANGELES
Location
MANHATTAN BEACH, CA
Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1230 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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