JEPPSON WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$763,237,260
Discretionary
$763,237,260
Non-discretionary
$0
Firm details
- CRD number
- 305552
- SEC file number
- 801-117384
- Main office
- MANHATTAN BEACH, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTPS://WWW.JEPPSON-WEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.