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JEPPSON WEALTH MANAGEMENT, LLC
CRD 305552File 801-117384
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$763.2M
Above cohort median (national)
Discretionary AUM
$763.2M
Clients
994
994 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 24, 2019
- Principal office
- 1230 ROSECRANS AVENUE, SUITE 300, MANHATTAN BEACH, CA, 90266
- Phone
- 424-456-3111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $763.2M
- Discretionary AUM
- $763.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 994
- Non-discretionary accounts
- 0
- Total accounts
- 994
- AUM per client
- $768K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $24.5M |
| Charitable organizations | Fewer than 5 | $224K |
| High net worth individuals | 548 | $666.9M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 427 | $68.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 938 | 994 | increased by56 |
| Apr 1, 2026 | AUM | $703,066,791 | $763,237,260 | increased by$60,170,469 |
| Apr 1, 2026 | Accounts | 938 | 994 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 835 | 938 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $562,099,163 | $703,066,791 | increased by$140,967,628 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 835 | 938 | increased by103 |
| Apr 1, 2022 | Clients | 526 | 835 | increased by309 |
| Apr 1, 2022 | AUM | $390,571,799 | $562,099,163 | increased by$171,527,364 |
| Apr 1, 2022 | Accounts | 530 | 835 | increased by305 |
| Jan 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JEPPSON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JEPPSON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.