SEC Form ADV · CIK 1831263

JEPPSON WEALTH MANAGEMENT, LLC

Firm profile: Jeppson Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$763.2M
Assets Under Management
7
Employees
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Registration Details

CIK
1831263
Accession
crd-305552
Location
MANHATTAN BEACH, CA
Filing Date
August 27, 2026
AUM
$763.2M
Institutional Clients
4
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

JEPPSON WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MANHATTAN BEACH, CA, managing approximately $763.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.