Jupiter Wealth Management, LLC
Jupiter Wealth Management, LLC is an SEC-registered wealth manager in Glendale, CO with $416.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Jupiter Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299220, SEC 801-114274, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $416.8M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Glendale, CO
- Employees
- 4
- Clients
- 92
- CRD
- 299220
- Ownership
- BOON, JAMES, MICHAEL; BOON, JAMES, TYLER; JAMES TYLER BOON REVOCABLE TRUST; BOON FAMILY TRUST; BOON, ANN, HOLLAND
How much AUM does Jupiter Wealth Management, LLC have?
Jupiter Wealth Management, LLC reported $416.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Jupiter Wealth Management, LLC?
Disclosed owners and executives of Jupiter Wealth Management, LLC include BOON, JAMES, MICHAEL, BOON, JAMES, TYLER, JAMES TYLER BOON REVOCABLE TRUST, BOON FAMILY TRUST, BOON, ANN, HOLLAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.