← Tributary

JEPPSON WEALTH MANAGEMENT, LLC

MANHATTAN BEACH, CA · CRD 305552 · IAPD ↗ · jeppson-wealth.com · 424-456-3111

$763.2MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
August 2026 — JEPPSON WEALTH MANAGEMENT, LLC notice-filed in AL, NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — JEPPSON WEALTH MANAGEMENT, LLC now reports custody of client assets ($513.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2025 — JEPPSON WEALTH MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — JEPPSON WEALTH MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.