JEPPSON WEALTH MANAGEMENT, LLC of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 305552). Regulatory assets under management: $763.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Michelle Lea Eldridge | CHIEF COMPLIANCE OFFICER | — |
| Michael Robinette Jeppson | MANAGING MEMBER | — |
| JEPPSON MICHAEL ROBINETTE | MANAGING DIRECTOR; MANAGING MEMBER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| ELDRIDGE MICHELLE LEA | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 954-247-9727 |