JUPITER WEALTH MANAGEMENT, LLC of GLENDALE, CO is an SEC-registered investment adviser (CRD 299220). Regulatory assets under management: $416.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| James Michael Boon | CHIEF EXECUTIVE OFFICER; GRANTOR | — |
| James Tyler Boon | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Ann Holland Boon | TRUSTEE | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| BOON JAMES MICHAEL | CHIEF EXECUTIVE OFFICER; GRANTOR | — |
| BOON ANN HOLLAND | CHIEF OPERATING OFFICER; TRUSTEE | — |
| BOON JAMES TYLER | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; TRUSTEE | — |