GREENWOOD VILLAGE, COCRD 328474Latest ADV March 30, 2026
Jpl Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 30, 2026, reports $588M in regulatory assets under management, 6 employees, and 1,081 accounts.
Assets Under Management
$588M
Employees
6
Offices
--
Total Clients
291
Primary office
GREENWOOD VILLAGE, CO
5300 DTC PKWY, SUITE 100, GREENWOOD VILLAGE, CO, United States
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
169
2
Individuals
41.2%
120
3
Charitable
0.3%
1
4
Government
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$588Mas of March 30, 2026
Discretionary100.0%
$588M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$588M
Total Accounts1,081
10Y AUM Change+$588M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee49:1
10Y Employee Change+3 (+100.0%)
* 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.