Data / Investment advisers / California / Jeppson Wealth Management, LLC
Jeppson Wealth Management, LLC, Manhattan Beach, CA: $763 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jeppson Wealth Management, LLC is an SEC registered investment adviser with its main office in Manhattan Beach, California and reports $763 million in regulatory assets under management in its Form ADV filed August 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 305552
- SEC file number
- 801-117384
- SEC status
- Approved, effective September 24, 2019
- Main office
- 1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
- Phone
- (424) 456-3111
- Website
- jeppson-wealth.com
- Regulatory AUM
- $763,237,260 in the Form ADV filed August 27, 2026
- Discretionary AUM
- $763,237,260
- Accounts
- 994
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 548 | $666.9 million |
| Individuals (other than high net worth individuals) | 427 | $68.9 million |
| Corporations or other businesses | 15 | $24.5 million |
| Pension and profit sharing plans | 3 | $2.7 million |
| Charitable organizations | 1 | $224,463 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $763.2 million | March 24, 2026 |
| December 1, 2025 | $703.1 million | September 25, 2025 |
Other advisers in Manhattan Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| K1 Investment Management LLC | Manhattan Beach | $23.60 billion | 26 | adviserinfo.sec.gov |
| Cambria Investment Management, L.P. | Manhattan Beach | $3.58 billion | Not listed | adviserinfo.sec.gov |
| Five Arrows Managers North America LLC | Manhattan Beach | $3.37 billion | 11 | adviserinfo.sec.gov |
| Monograph Wealth Advisors, LLC | Manhattan Beach | $3.25 billion | Not listed | adviserinfo.sec.gov |
| Pacific Avenue Capital Partners Management Company LLC | Manhattan Beach | $2.98 billion | 15 | adviserinfo.sec.gov |
| Ocean Path Advisors, LLC | Manhattan Beach | $559.5 million | Not listed | adviserinfo.sec.gov |
| Womack Wealth Management, Inc. | Manhattan Beach | $406.9 million | Not listed | adviserinfo.sec.gov |
| Second 50 Financial | Manhattan Beach | $341.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Manhattan Beach, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Jeppson Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.