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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2023
- Office Locations
- 1
Office Locations
About JPL Wealth Management
JPL Wealth Management is a registered investment adviser providing relationship-focused, customized financial planning for women across life stages. Services include retirement and income planning, investment planning/strategy, risk and insurance planning, tax planning, and estate planning. The team supports clients in English, Cantonese, Mandarin, and Hakka, and custody is available through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LILY MEIXIA HO
Chief Compliance Officer, President, Registered Representative
- CRD
- #4336165
- Ownership
- 75% or more
James Lai
--
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $720,000 | -- |
| Total | $720,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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