$763.2M Total AUM
$763.2M Disc. AUM
9.6% 3Y CAGR
7 Employees
994 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital oakRadial atlas
- Established Date
- 09-24-2019
- Office Locations
- 2
Office Locations
1230 Rosecrans Avenue Suite 300 Manhattan Beach CA
-- Inlet Beach FL
About Jeppson Wealth Management, LLC
Jeppson Wealth Management is a Manhattan Beach, CA RIA providing personalized financial planning and portfolio management tailored to clients’ goals, time horizon, and risk tolerance, serving families and companies. The investment team is led by Managing Director Michael Jeppson, CRPC, a veteran portfolio manager. Portfolios commonly use ETFs alongside fixed income; custody includes Charles Schwab.
Team overview
-- AVG AGE
$127.2M AVG AUM / ADVISOR
$767.8K AVG AUM / CLIENT
4 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Atlas horizon Timber Signal Crest Element Quantum Vital horizon
Custodian
Element beacon Vertex North fusion Beacon matrix
Investment Themes
Atlas Element meridian Pioneer radial
Investment Vehicles
Timber Optima crest
Platform
Element
Services
Optima Summit frontier Legacy peak Legacy Horizon Insight Radial horizon Horizon Focus
Technology
Radial vector Atlas wave
Owner & Executives
M
MICHAEL ROBINETTE JEPPSON
Managing Member, Wealth Advisor
- CRD
- #1418378
- Ownership
- 75% or more
(445) 957-9799
timber.wave@elementcapital.com
in linkedin.com/in/zenith-vertex
MICHELLE LEA ELDRIDGE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(985) 983-7915
value.vital@insightcapital.com
in linkedin.com/in/value-capital
Showing 2 of 2 owners & executives
Unlock allContacts
M
Michael Hunter Jeppson
--
- CRD
- #7827098
(817) 715-3363
crest.glacier@bridgecapital.com
in linkedin.com/in/glacier-foundation
R
ROBERT E JEPPSON
Investment Advisor Representative
- CRD
- #5020524
(727) 370-3006
beacon.oak@insightcapital.com
in linkedin.com/in/catalyst-value
M
Meridian timber
Meridian crest unison
- CRD
- #89084
(715) 693-5665
delta.harbor@peakcapital.com
in linkedin.com/in/eagle-bridge
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $763,237,260 | $767,844 |
| Non-Discretionary | $0 | -- |
| Total | $763,237,260 | $767,844 |
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Separately Managed Accounts
Total SMA Asset: $763,237,260
Equity - Exchange:
7.1% Cash:
24.2% U.S. Government/Agency:
7.2% Municipal Bonds:
7.5% Corporate - Investment Grade:
19.4% Derivatives:
15.3% Public Funds:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $75,646,483 | 7.1% |
| Cash | $257,837,307 | 24.2% |
| U.S. Government/Agency | $76,711,926 | 7.2% |
| Municipal Bonds | $79,908,256 | 7.5% |
| Corporate - Investment Grade | $206,696,023 | 19.4% |
| Derivatives | $163,012,843 | 15.3% |
| Public Funds | $205,630,581 | 19.3% |
| Total | $1,065,443,419 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION FUSION | RADIAL NORTH | BKIU2VC3J | XWGMI | 6.16% | $102,822,596 |
| MATRIX LEGACY | VERTEX ALPHA | R7T2GRSVW | QYAI | 4.36% | $36,328,515 |
| FUSION HORIZON PRIME | BRIDGE TIMBER | IBD7MD402 | NNBH | 8.82% | $86,057,725 |
| OPTIMA MERIDIAN | PIONEER VALUE | A5OGL8587 | GQI | 5.94% | $9,798,770 |
| LEGACY WAVE | SIGNAL EMBER | M83F8FMA5 | DUA | 4.59% | $5,982,490 |
| PATHWAY BEACON | OPTIMA FOUNDATION | MMBTGA4XR | OGYV | 6.90% | $20,550,112 |
| FOUNDATION INSIGHT | WAVE CATALYST | 1RKNOFC9L | ZCDNS | 5.04% | $35,845,816 |
| MOMENTUM INSIGHT PATHWAY | TIMBER VERTEX | R01H2TJU0 | JNFP | 6.72% | $9,071,467 |