Jupiter Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glendale, CO. Its latest Form ADV filing, dated March 6, 2026, reports $417M in regulatory assets under management, 4 employees, and 308 accounts.
Assets Under Management
$417M
Employees
4
Offices
--
Total Clients
92
Primary office
GLENDALE, CO
4500 E CHERRY CREEK SOUTH DRIVE, SUITE 1060, GLENDALE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
59
2
Individuals
35.9%
33
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$417Mas of March 6, 2026
Discretionary99.1%
$413M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$417M
Total Accounts308
10Y AUM Change+$417M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.