Jeppson Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and philanthropic planning.
Jeppson Wealth Management reports 994 clients. They include 548 high-net-worth individuals, 427 individual clients, and 15 corporations and other businesses. Of its assets, 100.0% ($763M across 994 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $763M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 9% |
| High-net-worth individuals | 55% | 87% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 427 | $68.9M | 9.0% | $161K |
| High-net-worth individuals | 548 | $667M | 87.4% | $1.22M |
| Pension and profit-sharing plans | Fewer than 5 | $2.69M | 0.4% | $897K |
| Charitable organizations | Fewer than 5 | $224K | 0.0% | $224K |
| Corporations and other businesses | 15 | $24.5M | 3.2% | $1.64M |
| Total | 994 | $763M | 100% | — |
- Clients
- 427
- Regulatory AUM
- $68.9M
- AUM share
- 9.0%
- Avg. per client
- $161K
- Clients
- 548
- Regulatory AUM
- $667M
- AUM share
- 87.4%
- Avg. per client
- $1.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.69M
- AUM share
- 0.4%
- Avg. per client
- $897K
- Clients
- Fewer than 5
- Regulatory AUM
- $224K
- AUM share
- 0.0%
- Avg. per client
- $224K
- Clients
- 15
- Regulatory AUM
- $24.5M
- AUM share
- 3.2%
- Avg. per client
- $1.64M
Total
- Clients
- 994
- Regulatory AUM
- $763M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jeppson Wealth Management charges 0.25%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Michael Jeppson owns 75% or more of Jeppson Wealth Management. The leadership team of Jeppson Wealth Management includes Chief Compliance Officer Michelle Eldridge. It has 7 employees, 6 of them in advisory roles.
Leadership
- Michelle EldridgeChief Compliance Officer
Michael JeppsonManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Jeppson Wealth Management, LLC
Michael Jeppson
Control person · since August 2019
Jeppson Wealth Management’s regulatory assets grew 2.0× from $391M (May 2021) to $763M (August 2026); clients rose from 526 to 994 and employees from 4 to 7. In 2021, Mac Wealth MGT. (Mac Wealth Management) ($91.4M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $763M | 994 | 7 | 2 |
| March 2025 | $703M | 938 | 7 | 2 |
| June 2024 | $642M | 870 | 6 | 2 |
| March 2023 | $571M | 888 | 5 | 2 |
| March 2022 | $562M | 835 | 5 | 2 |
| May 2021 | $391M | 526 | 4 | 1 |
Firms that joined
20211 joined
- Mac Wealth MGT. (Mac Wealth Management)Last filed AUM $91.4M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Jeppson Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 1230 Rosecrans Avenue, Suite 300, Manhattan BeachHQ
Contact and registration details
- Legal name
- Jeppson Wealth Management, LLC
- Headquarters
- 1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266
- Website
- jeppson-wealth.com
- Phone
- 424-456-3111
- SEC file
- 801-117384
- Founded
- 2017
- Structure
- California LLC
- Fiscal year end
- December
Jeppson Wealth Management uses Charles Schwab ($763M) as custodian for its separately managed accounts. Jeppson Wealth Management has custody of $513M in client assets for 568 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $763M100%
At year end, Jeppson Wealth Management’s separately managed accounts were largely in stocks (45%) and cash (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $339M across 242 positions; the largest are Apple Inc. (8.1%), iShares 0-5 Year Tips Bond ETF (5.1%) and Nvidia Corporation (4.6%).
What the accounts hold
- Stocks45%
- Funds1%
- Bonds26%
- U.S. government and agency bonds15%
- State and local bonds10%
- Investment grade corporate bonds1%
- Cash27%
- Other1%
- Derivatives1%
Reported 13F holdings
- $339M
- Reported 13F value
- 242
- Positions
- 32.5%
- In the 10 largest
- +6.4%
- Value vs. prior quarter
- Apple Inc.8.1%
- iShares 0-5 Year Tips Bond ETFETF5.1%
- Nvidia Corporation4.6%
- Lockheed Martin Corp.2.9%
- Vanguard Short-term Inflation-protected Securities ETFETF2.6%
- Amazon Com Inc.2.0%
- Cisco Sys Inc.1.9%
- Exxonmobil Holdings Corp. Com Shs1.9%
- Alphabet Inc. Cap Stk CL C1.8%
- Microsoft Corp.1.5%
Together, the ten largest are 32.5% of reported value.
How many clients does Jeppson Wealth Management have?
Jeppson Wealth Management has 994 clients and manages $763 million for them, as of August 2026. They include 548 high-net-worth individuals, 427 individual clients, and 15 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Jeppson Wealth Management offer?
Jeppson Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Jeppson Wealth Management charge?
Jeppson Wealth Management charges 0.25%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: JEPPSON WEALTH MANAGEMENT DISCLOSURE BROCHURE, filed 24 March 2026
Which custodians does Jeppson Wealth Management use?
Jeppson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $763M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Jeppson Wealth Management have?
Jeppson Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jeppson Wealth Management invest in?
At the end of its last fiscal year, Jeppson Wealth Management’s separately managed accounts held 45% exchange-traded equities, 27% cash and equivalents, 15% U.S. government and agency bonds, 10% state and local bonds, 1% investment grade corporate bonds, 1% derivatives and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jeppson Wealth Management?
Jeppson Wealth Management’s direct owner is Michael Jeppson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Jeppson Wealth Management get paid?
Jeppson Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jeppson Wealth Management registered with the SEC?
Yes, Jeppson Wealth Management has been registered with the SEC as an investment adviser since 24 September 2019. Its CRD number is 305552 and its SEC file number is 801-117384.
Source: Form ADV Part 1A, Item 1, filed 27 August 2026; IAPD firm record
How do I contact Jeppson Wealth Management?
Jeppson Wealth Management’s main office is at 1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266. Its phone number is 424-456-3111. Its website is jeppson-wealth.com.