{
  "crd_number": 328474,
  "slug": "jpl-wealth-management-llc-greenwood-village-co-328474",
  "primary_business_name": "JPL WEALTH MANAGEMENT, LLC",
  "legal_name": "JPL WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Greenwood Village",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-10-13",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 587948392.0,
  "raum_discretionary": 587948392.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 2727633.0,
      "count": 1
    },
    "individuals": {
      "raum": 53128617.0,
      "count": 120
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": 5704099.0,
      "count": 1
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 526388043.0,
      "count": 169
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "TX",
    "UT"
  ],
  "websites": [
    "https://jplwealthmanagement.com",
    "https://jplwm.com",
    "https://jplwmstrategies.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328474",
  "city_as_filed": "GREENWOOD VILLAGE",
  "url": "https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474",
  "display_name": "JPL Wealth Management, LLC",
  "summary": "JPL Wealth Management, LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. JPL Wealth Management, LLC (CRD 328474): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is JPL Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JPL Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does JPL Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $5,000 to $10,000 (financial planning and consulting services under a…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is JPL Wealth Management, LLC located?",
      "a": "JPL Wealth Management, LLC's principal office is in Greenwood Village, CO, according to its Form ADV."
    },
    {
      "q": "Is JPL Wealth Management, LLC registered with the SEC or a state?",
      "a": "JPL Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328474."
    },
    {
      "q": "How much does JPL Wealth Management, LLC manage?",
      "a": "JPL Wealth Management, LLC reports $587,948,392 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have JPL Wealth Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for JPL Wealth Management, LLC: Regulatory assets under management: $299,977,224 in the October 2024 data and $587,948,392 in the October 2026 data, up 96%. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JPL Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (169); individuals (other than high net worth individuals) (120); charitable organizations (1)."
    },
    {
      "q": "Which custodians does JPL Wealth Management, LLC use?",
      "a": "JPL Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Management & Research Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JPL Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/328474"
    },
    {
      "q": "Does JPL Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"JPL offers services to individuals, trusts, estates, charitable organizations, corporations and other business entities, and pension and profit-sharing plans. We do not impose an account minimum.\""
    },
    {
      "q": "What changed in JPL Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 3 to 2. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 299977224.0,
      "total_employees": 3,
      "filing_date": "2024-02-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 515993269.0,
      "total_employees": 5,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 587948392.0,
      "total_employees": 6,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $515,993,269 to $587,948,392 (+14%).",
        "Employees performing advisory functions went from 4 to 3.",
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $10,000 (financial planning and consulting services under a…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "JPL offers services to individuals, trusts, estates, charitable organizations, corporations and other business entities, and pension and profit-sharing plans. We do not impose an account minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $10,000 (financial planning and consulting services under a…)"
        ],
        "quotes": [
          "JPL charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but range from $5,000 to $10,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services under a stand-alone engagement"
        }
      ]
    },
    "quotes": [
      "JPL offers services to individuals, trusts, estates, charitable organizations, corporations and other business entities, and pension and profit-sharing plans. We do not impose an account minimum.",
      "JPL charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but range from $5,000 to $10,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Management & Research Company LLC",
      "name_as_filed": "FIDELITY MANAGEMENT & RESEARCH COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 120,
      "fewer_than_5": false,
      "raum": 53128617.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 169,
      "fewer_than_5": false,
      "raum": 526388043.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2727633.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5704099.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328474",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}