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Building 2JUPITER WEALTH MANAGEMENT, LLC

Map pinGLENDALE, CO
Phone303-999-3716
NotebookSEC #801-114274
Total AUM
$416.8M
Employees
4
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 E CHERRY CREEK SOUTH DRIVE
SUITE 1060
GLENDALE
CO 80246
United States
Operating Hours
9-5
Monday - Friday
Phone
303-999-3716

ReceiptFinancials

Total AUM
$416.8M
Accounts
308
Discretionary
$413.2M
Accounts
288
Non-Discretionary
$3.6M
Accounts
20

ContactClients

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Individual Clients
33
AUM
$9.4M
HNW Individual Clients
59
AUM
$388.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$17.3M
Corporation or Business Clients
1
AUM
$93.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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