JUPITER WEALTH MANAGEMENT LLC

HTTPS://WWW.JUPITERWEALTH.COM DENVER, CO Investment Advisor How do I update this listing?

Jupiter Wealth Management is based out of Denver. Jupiter Wealth Management is a large advisory firm with 84 clients and discretionary assets under management (AUM) of $284,256,779 (Form ADV from 2019-03-11). Their last reported 13F filing for Q1 2019 included $207,637,000 in managed 13F securities and a top 10 holdings concentration of 41.44%. Jupiter Wealth Management's largest holding is Mastercard Inc with shares held of 43,854. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.84%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JUPITER WEALTH MANAGEMENT, LLC
162 ADAMS SUITE 201
DENVER CO    80206
Country: United States

Business Phone: 303-999-3716
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 84
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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