JPL Wealth Management, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 328474
- Registered since
- October 13, 2023
- Website
- www.jplwm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.53%
- Individuals9.04%
- State / Municipal Government0.97%
- Charitable Organizations0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
JPL Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023 and operates as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and provides financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. It does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data. Ownership is a combination of a domestic entity and individual ownership.
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 Equities41%
- Public Funds/Mutual Funds36%
- US Government Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
Contacts
3 of 4
Luke Nagell
OwnerCRD 5239324
Anna Bhai
Head of Financial PlanningCRD 7086870
Joel Johnson
Partner, Wealth AdvisorCRD 3134733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$543M in ETFs
80%
$433M
16%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $24.3M | 37,945 | 4.48% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5300 Dtc Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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