Jpl Wealth Management, LLC
Jpl Wealth Management, LLC is an SEC-registered wealth manager in Greenwood Village, CO with $587.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Jpl Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328474, SEC 801-128893, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $587.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 6
- Clients
- 291
- CRD
- 328474
- Ownership
- JOHNSON, JOEL; PRIME FINANCIAL MANAGEMENT, INC.; NAGELL, LUKE; RUDY, PATRICK, RYAN; CNSL MANAGEMENT ENTERPRISES, LLC
How much AUM does Jpl Wealth Management, LLC have?
Jpl Wealth Management, LLC reported $587.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Jpl Wealth Management, LLC?
Disclosed owners and executives of Jpl Wealth Management, LLC include JOHNSON, JOEL, PRIME FINANCIAL MANAGEMENT, INC., NAGELL, LUKE, RUDY, PATRICK, RYAN, CNSL MANAGEMENT ENTERPRISES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.