# JPL WEALTH MANAGEMENT, LLC

JPL WEALTH MANAGEMENT, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 328474
- Type: SEC-registered investment adviser
- SEC file number: 801-128893
- Location: 5300 DTC PKWY, SUITE 100, GREENWOOD VILLAGE, CO, 80111
- Phone: 855-575-5752
- Latest filing: 2026-03-30
- Regulatory AUM: $587.9M
- Discretionary AUM: $587.9M
- Clients: 6
- Accounts: 1,081

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Joel Johnson | CHIEF COMPLIANCE OFFICER; MANAGER | Winter Garden, FL |
| Patrick Ryan Rudy | MANAGER | — |
| Luke Nagell | MANAGER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON WILLIAM JOEL | CHIEF COMPLIANCE OFFICER; MANAGER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| RUDY PATRICK RYAN | MANAGER; MANAGING MEMBER; MEMBER | — |
| NAGELL LUKE | MANAGER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328474/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328474/similar
- Related entities: https://search.stillhousedata.com/firm/328474/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328474

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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.