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JPL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · CRD 328474 · IAPD ↗ · jplwealthmanagement.com · 855-575-5752

$587.9MRegulatory AUM
2Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — JPL WEALTH MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — JPL WEALTH MANAGEMENT, LLC changed its website from jplwm.com to jplwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2025 — JPL WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — JPL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($300.0M -> $516.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
February 2025 — JPL WEALTH MANAGEMENT, LLC moved its main office from HIGHLANDS RANCH, CO to GREENWOOD VILLAGE, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
March 2024 — JPL WEALTH MANAGEMENT, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — JPL WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
March 2024 — JPL WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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