SourcingSourcing

JUPITER WEALTH MANAGEMENT, LLC

C48
CRD 299220·SEC 801-114274·GLENDALE, CO
AUM
$416.8M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JUPITER WEALTH MANAGEMENT, LLC
CRD
299220
SEC file #
801-114274
EIN
832105575
DBA names
—

Economics

AUM
$416.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$305.5M → $416.8M▲ +36%
Client mix
Individuals High Net Worth59
Individuals Other33

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
GLENDALE CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
jupiterwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOON FAMILY TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BOON FAMILY TRUST
JAMES TYLER BOON REVOCABLE TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JUPITERWEALTH.COM
Rdap Domain Creation Date
2012-05-30T18:27:31Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001774207
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2019-04-22
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001774207-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4500 E CHERRY CREEK SOUTH DR. STE 1060GLENDALE, CO 80246
Business
4500 E CHERRY CREEK SOUTH DR. STE 1060GLENDALE, CO 80246
Edgar EIN
832105575
Edgar Recent Filings
13F-HR2026-05-14 · 0001774207-26-000002
13F-HR2026-02-13 · 0001774207-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-30T18:27:31Z
Rdap Domain Last Changed
2025-05-31T16:32:44Z
Rdap Nameservers
Pdns09.domaincontrol.comPdns10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BOON, JAMES, TYLER
IAR · Executive Officer · 2.5%
5627174
BOON, JAMES, MICHAEL
IAR · Executive Officer · 2.5%
2208538
ANN HOLLAND BOON
IAR
2547657