# JUPITER WEALTH MANAGEMENT, LLC

JUPITER WEALTH MANAGEMENT, LLC of GLENDALE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 299220
- Type: SEC-registered investment adviser
- SEC file number: 801-114274
- Location: 4500 E CHERRY CREEK SOUTH DRIVE, SUITE 1060, GLENDALE, CO, 80246
- Phone: 303-999-3716
- Latest filing: 2026-03-06
- Regulatory AUM: $416.8M
- Discretionary AUM: $413.2M
- Non-discretionary AUM: $3.6M
- Clients: 4
- Accounts: 308

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299220/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299220/similar
- Related entities: https://search.stillhousedata.com/firm/299220/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299220

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.