JUPITER WEALTH MANAGEMENT, LLC

GLENDALE, Colorado·3 registered advisors·CRD# 299220
SEC# 801-1142740303-999-3716
01

Firm Overview

AUM
$386M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JUPITER WEALTH MANAGEMENT, LLC

3 registered advisors
Ann Holland Boon
GLENDALE, Colorado
James Michael Boon
GLENDALE, Colorado
James Tyler Boon
GLENDALE, Colorado
05

Office Locations

GLENDALE, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. JUPITER WEALTH MANAGEMENT, LLC (CRD# 299220) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.