# Jeppson Wealth Management, LLC

> Jeppson Wealth Management, LLC is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 305552
- Filed as: JEPPSON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305552
- AdvisorCensus page: https://advisorcensus.com/firm/jeppson-wealth-management-llc-manhattan-beach-ca-305552

## Quick answers

**How is Jeppson Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jeppson Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Jeppson Wealth Management, LLC located?**
Jeppson Wealth Management, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Jeppson Wealth Management, LLC registered with the SEC or a state?**
Jeppson Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305552.

**How much does Jeppson Wealth Management, LLC manage?**
Jeppson Wealth Management, LLC reports $763,237,260 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Jeppson Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jeppson Wealth Management, LLC: Regulatory assets under management: $390,571,799 in the October 2021 data and $763,237,260 in the October 2026 data, up 95%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jeppson Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (548); individuals (other than high net worth individuals) (427); corporations or other businesses not listed above (15).

**Which custodians does Jeppson Wealth Management, LLC use?**
Jeppson Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Jeppson Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305552

**Does Jeppson Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Jeppson Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AL, NC, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $763,237,260
- Discretionary: $763,237,260
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 427 | $68,890,509 |
| High net worth individuals | 548 | $666,896,495 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,691,212 |
| Charitable organizations | 1 | $224,463 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $24,534,581 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, FL, NC, NV, NY, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jeppson-wealth.com
- Facebook @JEPPSONWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,571,799 | 4 | May 10, 2021 |
| October 2022 | $562,099,163 | 5 | March 18, 2022 |
| October 2023 | $571,241,042 | 5 | September 12, 2023 |
| October 2024 | $642,242,998 | 6 | June 18, 2024 |
| October 2025 | $703,066,791 | 7 | March 18, 2025 |
| October 2026 | $763,237,260 | 7 | August 27, 2026 |

Regulatory assets under management: $390,571,799 in the October 2021 data and $763,237,260 in the October 2026 data, up 95%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AL, NC, TN.

### December 2025
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jeppson Wealth Management, LLC (CRD 305552): Form ADV filing data as of October 2026.