RIA Intel›Advisers›California›JEPPSON WEALTH MANAGEMENT, LLC

JEPPSON WEALTH MANAGEMENT, LLC

Advisory

N·MANHATTAN BEACH, CA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$763M

1-Year AUM Growth

+12.4%

3-Year CAGR

+18.8%

Employees

6

Assets Under Management

Total AUM$763M

Discretionary AUM$763M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients938

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record21

First FilingAug 25, 2019

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JEPPSON WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.