Jeppson Wealth Management, LLC

Jeppson Wealth Management, LLC is an SEC registered investment adviser based in Manhattan Beach, California, established in February 2017. As of December 31, 2024, the firm managed approximately $703 million in assets for about 938 accounts on a discretionary basis, with a significant portion in a wrap program. Services offered include discretionary and non-discretionary investment management, financial planning, retirement planning, portfolio management, and more. Clients have the flexibility to engage the firm for standalone services or comprehensive wealth management. The firm primarily allocates client assets among various securities, mutual funds, and ETFs based on individual investment objectives. Clients have the option to impose restrictions on management if deemed necessary. Jeppson Wealth Management may engage Independent Managers to actively manage a portion of client assets, with a focus on aligning strategies with client objectives. The firm charges an annual fee based on assets under management, typically ranging from 0.25% to 1.50%. Clients are provided with regular account statements from the custodian and may receive additional reports from the firm. The firm does not provide performance-based fees, has no disciplinary history, and does not impose minimum account requirements. Jeppson Wealth Management does not vote proxies for client securities and does not file proofs of claim for class action lawsuits. The firm's financial condition is stable, with no prepayment of fees exceeding $1,200 per client.