Investment adviser · CRD 305552
JEPPSON WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
MANHATTAN BEACH, CA, United States · Form ADV filed Aug 27, 2026
- Regulatory AUM
- $763M Form ADV · Item 5.F
- Client accounts
- 994 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 548 | $666,896,495 | 87.4% |
| Individuals | 427 | $68,890,509 | 9.0% |
| Corporations & businesses | 15 | $24,534,581 | 3.2% |
| Retirement plans | Fewer than 5 | $2,691,212 | 0.4% |
| Charities | Fewer than 5 | $224,463 | 0.0% |
Filing source
Form ADV 2128776 · Aug 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1230 ROSECRANS AVENUE, SUITE 300MANHATTAN BEACH, CA, 90266, United States
CRD 305552
Filing source
Form ADV 2128776 · Aug 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.