JEPPSON WEALTH MANAGEMENT, LLC
Adviser information for JEPPSON WEALTH MANAGEMENT, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 870 | $642.2M |
| Non-Discretionary | 0 | $0 |
| Total | 870 | $642.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 383 | $64.6M |
| HNW Individuals | 471 | $571.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.6M |
| Charitable organizations | <5 | $105,916 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 12 | $4.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 526.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| JEPPSON WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT, LLC |
Principal Office
1230 ROSECRANS AVENUESUITE 300
MANHATTAN BEACH
CA
United States
Monday - Friday, 8AM - 5PM
Tel: 424-456-3111, Fax: None
Chief Compliance Officer
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel:
971-371-3446
M*******@**********M
(Full email address available in API data)
Regulatory Contact
STACY SIZEMORE
CHIEF COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel:
971-371-3450
S****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JEPPSON, MICHAEL, ROBINETTE | Individual | – | MANAGING MEMBER | 08/2019 | > 75% |
| ELDRIDGE, MICHELLE, LEA | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC COM | Stock | 21M | 100K | – |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 18M | 185K | – |
| NVIDIA CORPORATION COM | Stock | 11M | 86K | – |
| LOCKHEED MARTIN CORP COM | Stock | 10M | 22K | – |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 8M | 166K | – |
| EXXON MOBIL CORP COM | Stock | 6M | 55K | – |
| MICROSOFT CORP COM | Stock | 6M | 14K | – |
| AMAZON COM INC COM | Stock | 6M | 30K | – |
| ELI LILLY & CO COM | Stock | 5M | 5K | – |
| DISNEY WALT CO COM | Stock | 5M | 48K | – |
| ORACLE CORP COM | Stock | 4M | 28K | – |
| AT&T INC COM | Stock | 4M | 199K | – |
| ALPHABET INC CAP STK CL C | Stock | 4M | 19K | – |
| VERIZON COMMUNICATIONS INC COM | Stock | 4M | 85K | – |
| AMERICAN ELEC PWR CO INC COM | Stock | 3M | 37K | – |
| QUALCOMM INC COM | Stock | 3M | 15K | – |
| MERCK & CO INC COM | Stock | 3M | 24K | – |
| JPMORGAN CHASE & CO. COM | Stock | 3M | 14K | – |
| CISCO SYS INC COM | Stock | 3M | 60K | – |
| OCCIDENTAL PETE CORP COM | Stock | 3M | 45K | – |
| CHEVRON CORP NEW COM | Stock | 3M | 16K | – |
| PROCTER AND GAMBLE CO COM | Stock | 2M | 15K | – |
| KRAFT HEINZ CO COM | Stock | 2M | 67K | – |
| BANK AMERICA CORP COM | Stock | 2M | 54K | – |
| RTX CORPORATION COM | Stock | 2M | 21K | – |
| JOHNSON & JOHNSON COM | Stock | 2M | 14K | – |
| META PLATFORMS INC CL A | Stock | 2M | 4K | – |
| PALO ALTO NETWORKS INC COM | Stock | 2M | 6K | – |
| BROADCOM INC COM | Stock | 2M | 1K | – |
| WALMART INC COM | Stock | 2M | 30K | – |
| KINDER MORGAN INC DEL COM | Stock | 2M | 97K | – |
| FREEPORT-MCMORAN INC CL B | Stock | 2M | 39K | – |
| BHP GROUP LTD SPONSORED ADS | ADR | 2M | 32K | – |
| OMEGA HEALTHCARE INVS INC COM | REIT | 2M | 53K | – |
| CONOCOPHILLIPS COM | Stock | 2M | 15K | – |
| ABBVIE INC COM | Stock | 2M | 10K | – |
| DUKE ENERGY CORP NEW COM NEW | Stock | 2M | 17K | – |
| SHOPIFY INC CL A | Stock | 2M | 25K | – |
| ALPHABET INC CAP STK CL A | Stock | 2M | 9K | – |
| DOW INC COM | Stock | 2M | 31K | – |
| SEMPRA COM | Stock | 2M | 21K | – |
| WELLS FARGO CO NEW COM | Stock | 2M | 27K | – |
| SPDR GOLD SHARES | ETF | 2M | 7K | – |
| WHEATON PRECIOUS METALS CORP COM | Stock | 2M | 29K | – |
| VANGUARD GROWTH ETF | ETF | 2M | 4K | – |
| SIMON PPTY GROUP INC NEW COM | REIT | 2M | 10K | – |
| SPDR S&P DIVIDEND ETF | ETF | 1M | 12K | – |
| PHILLIPS 66 COM | Stock | 1M | 10K | – |
| ABBOTT LABS COM | Stock | 1M | 14K | – |
| SCHWAB CHARLES CORP COM | Stock | 1M | 19K | – |
| GILEAD SCIENCES INC COM | Stock | 1M | 20K | – |
| CARDINAL HEALTH INC COM | Stock | 1M | 14K | – |
| SOUTHERN CO COM | Stock | 1M | 17K | – |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 1M | 5K | – |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 1M | 7K | – |
| UNILEVER PLC SPON ADR NEW | ADR | 1M | 22K | – |
| WP CAREY INC COM | REIT | 1M | 22K | – |
| UBER TECHNOLOGIES INC COM | Stock | 1M | 16K | – |
| PEPSICO INC COM | Stock | 1M | 7K | – |
| VANGUARD SMALL-CAP ETF | ETF | 1M | 5K | – |
| KIMBERLY-CLARK CORP COM | Stock | 1M | 8K | – |
| GENERAL MLS INC COM | Stock | 1M | 18K | – |
| INVESCO QQQ TRUST SERIES I | ETF | 1M | 2K | – |
| CARLYLE GROUP INC COM | Stock | 1M | 27K | – |
| NORTHROP GRUMMAN CORP COM | Stock | 1M | 2K | – |
| HOME DEPOT INC COM | Stock | 1M | 3K | – |
| BOEING CO COM | Stock | 1M | 6K | – |
| NNN REIT INC COM | REIT | 1M | 24K | – |
| WELLTOWER INC COM | REIT | 1M | 10K | – |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 1M | 10K | – |
| RIO TINTO PLC SPONSORED ADR | ADR | 920K | 14K | – |
| STAG INDL INC COM | REIT | 894K | 25K | – |
| MERCADOLIBRE INC COM | Stock | 889K | 541 | – |
| PFIZER INC COM | Stock | 886K | 32K | – |
| BLACKSTONE INC COM | Stock | 860K | 7K | – |
| MCDONALDS CORP COM | Stock | 851K | 3K | – |
| AMGEN INC COM | Stock | 839K | 3K | – |
| CAPITAL ONE FINL CORP COM | Stock | 817K | 6K | – |
| UNITEDHEALTH GROUP INC COM | Stock | 809K | 2K | – |
| ADOBE INC COM | Stock | 803K | 1K | – |
| KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 782K | 76K | – |
| ALLSTATE CORP COM | Stock | 764K | 5K | – |
| TESLA INC COM | Stock | 763K | 4K | – |
| COMCAST CORP NEW CL A | Stock | 744K | 19K | – |
| INTEL CORP COM | Stock | 736K | 24K | – |
| NETFLIX INC COM | Stock | 734K | 1K | – |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 713K | 7K | – |
| ALERIAN MLP ETF | ETF | 713K | 15K | – |
| CONSOLIDATED EDISON INC COM | Stock | 690K | 8K | – |
| NOVARTIS AG SPONSORED ADR | ADR | 676K | 6K | – |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 648K | 3K | – |
| UNION PAC CORP COM | Stock | 640K | 3K | – |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 624K | 11K | – |
| WASTE MGMT INC DEL COM | Stock | 619K | 3K | – |
| REALTY INCOME CORP COM | REIT | 616K | 12K | – |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 612K | 1 | – |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 612K | 15K | – |
| DOMINION ENERGY INC COM | Stock | 611K | 12K | – |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 606K | 6K | – |
| CAMPBELL SOUP CO COM | Stock | 586K | 13K | – |
| DOVER CORP COM | Stock | 584K | 3K | – |
| EMERSON ELEC CO COM | Stock | 581K | 5K | – |
| COCA COLA CO COM | Stock | 579K | 9K | – |
| STARBUCKS CORP COM | Stock | 572K | 7K | – |
| ILLINOIS TOOL WKS INC COM | Stock | 569K | 2K | – |
| CATERPILLAR INC COM | Stock | 553K | 2K | – |
| CORNING INC COM | Stock | 545K | 14K | – |
| ROYAL CARIBBEAN GROUP COM | Stock | 538K | 3K | – |
| NEXTERA ENERGY INC COM | Stock | 536K | 8K | – |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 519K | 8K | – |
| BANK NEW YORK MELLON CORP COM | Stock | 516K | 9K | – |
| TRAVELERS COMPANIES INC COM | Stock | 506K | 2K | – |
| SALESFORCE INC COM | Stock | 490K | 2K | – |
| VISA INC COM CL A | Stock | 487K | 2K | – |
| DARDEN RESTAURANTS INC COM | Stock | 486K | 3K | – |
| 3M CO COM | Stock | 486K | 5K | – |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 473K | 8K | – |
| PAYCHEX INC COM | Stock | 465K | 4K | – |
| ISHARES TIPS BOND ETF | ETF | 464K | 4K | – |
| CLOROX CO DEL COM | Stock | 456K | 3K | – |
| AIR PRODS & CHEMS INC COM | Stock | 448K | 2K | – |
| WILLIAMS SONOMA INC COM | Stock | 433K | 2K | – |
| HONEYWELL INTL INC COM | Stock | 422K | 2K | – |
| SABRA HEALTH CARE REIT INC COM | REIT | 421K | 27K | – |
| KELLANOVA COM | Stock | 419K | 7K | – |
| EVERGY INC COM | Stock | 415K | 8K | – |
| ING GROEP N.V. SPONSORED ADR | ADR | 414K | 24K | – |
| SNOWFLAKE INC CL A | Stock | 401K | 3K | – |
| CVS HEALTH CORP COM | Stock | 398K | 7K | – |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 398K | 6K | – |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 397K | 2K | – |
| COSTCO WHSL CORP NEW COM | Stock | 389K | 458 | – |
| STARWOOD PPTY TR INC COM | REIT | 389K | 21K | – |
| NORTHWESTERN ENERGY GROUP INC COM NEW | Stock | 388K | 8K | – |
| TYSON FOODS INC CL A | Stock | 382K | 7K | – |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 380K | 13K | – |
| CITIGROUP INC COM NEW | Stock | 372K | 6K | – |
| CHEESECAKE FACTORY INC COM | Stock | 372K | 9K | – |
| VORNADO RLTY TR SH BEN INT | REIT | 366K | 14K | – |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 359K | 8K | – |
| NUCOR CORP COM | Stock | 359K | 2K | – |
| UNITED PARCEL SERVICE INC CL B | Stock | 358K | 3K | – |
| MEDTRONIC PLC SHS | Stock | 350K | 4K | – |
| CONAGRA BRANDS INC COM | Stock | 347K | 12K | – |
| KIMCO RLTY CORP COM | REIT | 344K | 18K | – |
| MONDELEZ INTL INC CL A | Stock | 344K | 5K | – |
| COLGATE PALMOLIVE CO COM | Stock | 342K | 4K | – |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 335K | 8K | – |
| AMERICAN TOWER CORP NEW COM | REIT | 332K | 2K | – |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | 329K | 1K | – |
| ARCHER DANIELS MIDLAND CO COM | Stock | 326K | 5K | – |
| COINBASE GLOBAL INC COM CL A | Stock | 321K | 1K | – |
| PARAMOUNT GLOBAL CLASS B COM | Stock | 313K | 30K | – |
| DUPONT DE NEMOURS INC COM | Stock | 305K | 4K | – |
| BXP INC COM | REIT | 304K | 5K | – |
| PROSHARES BITCOIN STRATEGY ETF | ETF | 296K | 13K | – |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | 296K | 7K | – |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | ETF | 289K | 2K | – |
| KRANESHARES CSI CHINA INTERNET ETF | ETF | 279K | 10K | – |
| SOUTHERN COPPER CORP COM | Stock | 274K | 3K | – |
| INTUIT COM | Stock | 271K | 413 | – |
| DELL TECHNOLOGIES INC CL C | Stock | 269K | 2K | – |
| MODERNA INC COM | Stock | 267K | 2K | – |
| GENERAL DYNAMICS CORP COM | Stock | 267K | 920 | – |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 267K | 462 | – |
| LAS VEGAS SANDS CORP COM | Stock | 266K | 6K | – |
| VALERO ENERGY CORP COM | Stock | 260K | 2K | – |
| PORTLAND GEN ELEC CO COM NEW | Stock | 252K | 6K | – |
| BERRY GLOBAL GROUP INC COM | Stock | 244K | 4K | – |
| US BANCORP DEL COM NEW | Stock | 240K | 6K | – |
| CROWN CASTLE INC COM | REIT | 239K | 2K | – |
| TEXAS INSTRS INC COM | Stock | 237K | 1K | – |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 237K | 1K | – |
| VANECK GOLD MINERS ETF | ETF | 237K | 7K | – |
| GE AEROSPACE COM NEW | Stock | 234K | 1K | – |
| SCHLUMBERGER LTD COM STK | Stock | 233K | 5K | – |
| GRAYSCALE BITCOIN TRUST | ETF | 229K | 4K | – |
| CORTEVA INC COM | Stock | 228K | 4K | – |
| BECTON DICKINSON & CO COM | Stock | 226K | 968 | – |
| BRIXMOR PPTY GROUP INC COM | REIT | 223K | 10K | – |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 220K | 540 | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 218K | 2K | – |
| TARGET CORP COM | Stock | 218K | 1K | – |
| DIAGEO PLC SPON ADR NEW | ADR | 216K | 2K | – |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 216K | 1K | – |
| NUTRIEN LTD COM | Stock | 216K | 4K | – |
| ALTRIA GROUP INC COM | Stock | 215K | 5K | – |
| PUBLIC SVC ENTERPRISE GRP INC COM | Stock | 214K | 3K | – |
| GLOBAL X SILVER MINERS ETF | ETF | 213K | 7K | – |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 212K | 16K | – |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 208K | 2K | – |
| CROWDSTRIKE HLDGS INC CL A | Stock | 204K | 532 | – |
| EDWARDS LIFESCIENCES CORP COM | Stock | 202K | 2K | – |
| BARRICK GOLD CORP COM | Stock | 197K | 12K | – |
| AMBEV SA SPONSORED ADR | ADR | 161K | 79K | – |
| DNP SELECT INCOME FD INC COM | CEF | 92K | 11K | – |
| PROSHARES ULTRAPRO SHORT QQQ | ETF | 88K | 11K | – |
| JETBLUE AWYS CORP COM | Stock | 72K | 12K | – |
| CHARGEPOINT HOLDINGS INC COM CL A | Stock | 51K | 33K | – |
| REZOLUTE INC COM NEW | Stock | 45K | 11K | – |
| TELEFONICA S A SPONSORED ADR | ADR | 44K | 11K | – |
| SNDL INC COM | Stock | 38K | 20K | – |
| TILRAY BRANDS INC COM | Stock | 33K | 20K | – |
| SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY | Money Market Fund | 18K | 18K | – |
| ASCENT SOLAR TECHNOLOGIES INC COM NEW | Stock | 1K | 14K | – |