JUPITER WEALTH MANAGEMENT, LLC

CRD 299220File 801-114274

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$416.8M

Below cohort median (national)

Discretionary AUM

$413.2M

Non-discretionary $3.6M

Clients

308 accounts

Employees

Above cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Nov 9, 2018
Principal office: 4500 E CHERRY CREEK SOUTH DRIVE, SUITE 1060, GLENDALE, CO, 80246
Phone: 303-999-3716
Website: HTTPS://WWW.JUPITERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $416.8M
Discretionary AUM: $413.2M
Non-discretionary AUM: $3.6M
Discretionary accounts: 288
Non-discretionary accounts: 20
Total accounts: 308
AUM per client: $4.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$94K
Charitable organizations	Fewer than 5	$17.3M
High net worth individuals	59	$388.6M
Pension and profit sharing plans	Fewer than 5	$1.4M
Individuals (other than high net worth individuals)	33	$9.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.