LP Profile

Jeppson Wealth Management

Also known as jeppson wealth

Wealth ManagerManhattan Beach, United StatesFounded 2019
$562M
Assets Under Management
Manhattan Beach
Headquarters
Investment Focus

About Jeppson Wealth Management

Jeppson Wealth Management is a wealth manager based in Manhattan Beach, US. Founded in 2019. Reported AUM: 562 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Jeppson Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$763.2M
Total Clients
994
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Jeppson Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Jeppson Wealth Management?

Jeppson Wealth Management is a wealth manager based in Manhattan Beach, United States, managing approximately $562M in assets.

Where is Jeppson Wealth Management headquartered?

Jeppson Wealth Management is headquartered in Manhattan Beach, United States.

How much does Jeppson Wealth Management manage?

Jeppson Wealth Management manages approximately $562M in assets under management.

When was Jeppson Wealth Management founded?

Jeppson Wealth Management was founded in 2019.

How can I contact Jeppson Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Jeppson Wealth Management are available on LPbacked. Create a free account to access them.