RIA Intel›Advisers›Iowa›JEPSEN ENTERPRISES, INC.

JEPSEN ENTERPRISES, INC.

Advisory

IA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$143K
across 247 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$35M
Discretionary %
99.5%
Clients
55
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$187K
Discretionary %99.5%
Total Clients55
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, IA, MN, ND
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

VAN HEUVELEN, WAYNE F.
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CUNNINGHAM WEALTH MANAGEMENT, L.L.C.
DES MOINES, IA
$36M
AFSC ADVISORS, INC
COUNCIL BLUFFS, IA
$37M
OMNI WEALTH ADVISORS, LLC
$37M
DESLA WEALTH MANAGEMENT LLC
WEST DES MOINES, IA
$33M
DEWAAY CAPITAL MANAGEMENT, INC.
WEST DES MOINES, IA
$38M
-58.7% 1Y

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