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Building 2JEPPSON WEALTH MANAGEMENT, LLC

Map pinMANHATTAN BEACH, CA
Phone424-456-3111
NotebookSEC #801-117384
Total AUM
$763.2M
Employees
7
Clients
994

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1230 ROSECRANS AVENUE
SUITE 300
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
424-456-3111
Other Offices
1

ReceiptFinancials

Total AUM
$763.2M
Accounts
994
Discretionary
$763.2M
Accounts
994
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
427
AUM
$68.9M
HNW Individual Clients
548
AUM
$666.9M
Pension/Profit Sharing Plan Clients
3
AUM
$2.7M
Charitable Organization Clients
1
AUM
$224.5K
Corporation or Business Clients
15
AUM
$24.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVNYORPATXVAWA

HandshakeAffiliates

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

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