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Building 2JPL WEALTH MANAGEMENT, LLC

Map pinGREENWOOD VILLAGE, CO
Phone855-575-5752
NotebookSEC #801-128893
Total AUM
$587.9M
Employees
6
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5300 DTC PKWY
SUITE 100
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
855-575-5752

ReceiptFinancials

Total AUM
$587.9M
Accounts
1,081
Discretionary
$587.9M
Accounts
1,081
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$53.1M
HNW Individual Clients
169
AUM
$526.4M
Charitable Organization Clients
1
AUM
$2.7M
Government Entity Clients
1
AUM
$5.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLATXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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