SourcingSourcing

JPL WEALTH MANAGEMENT, LLC

B52
CRD 328474·SEC 801-128893·GREENWOOD VILLAGE, CO
AUM
$587.9M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JPL WEALTH MANAGEMENT, LLC
CRD
328474
SEC file #
801-128893
EIN
934042149
DBA names
—

Economics

AUM
$587.9M
AUM band
$500M-$1B
AUM trajectory
'25'26
$516.0M → $587.9M▲ +14%
Client mix
Individuals High Net Worth169
Individuals Other120
Charitable Organizations1
State Or Municipal Govt1

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
GREENWOOD VILLAGE CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
jplwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARTY OF 5, INC.
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PARTY OF 5, INC.
PRIME FINANCIAL MANAGEMENT, INC.
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
JPLWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2023-09-16T19:44:39Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
68,563
Form 5500 Compensation Trajectory 3y
202568,563
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
68,563
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002010710
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-09
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002010710-26-000004

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
5300 DTC PKWYSUITE 100GREENWOOD VILLAGE, CO 80111
Business
5300 DTC PKWYSUITE 100GREENWOOD VILLAGE, CO 80111
Edgar EIN
934042149
Edgar Recent Filings
13F-HR/A2026-05-08 · 0002010710-26-000004
13F-HR2026-05-08 · 0002010710-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-16T19:44:39Z
Rdap Domain Last Changed
2025-09-01T07:40:34Z
Rdap Nameservers
Ns1.domain.comNs2.domain.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (4)

4
JOHNSON, JOEL
IAR · Executive Officer · 2.5%
3134733
Anna Ngo Bhai
IAR
7086870
PATRICK RYAN RUDY
IAR
5547396
LUKE NAGELL
IAR
5239324