JUPITER WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $416.8M |
| Discretionary | $413.2M99% of AUM |
| Non-Discretionary | $3.6M |
| Client Accounts | 308 |
| Avg Account Size | $1.4M |
| Employees | 4 |
| Peak AUM | $416.8MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $417M | +4.4% | +8.0% | +1.8% | |
| Discretionary AUM | $413M | ||||
Key Metrics
| Total AUM | $416.8M |
| Discretionary | $413.2M |
| Employees | 4 |
| Client Accounts | 308 |
| Client Range | 1-10 |
Contact & Location
Address
4500 E CHERRY CREEK SOUTH DRIVE
GLENDALE CO 80246
Phone
303-999-3716
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$413M
99.1% of AUM
Non-Discretionary
$4M
0.9% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported