$416.8M Total AUM
$413.2M Disc. AUM
8.0% 3Y CAGR
4 Employees
92 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Peak beaconPrime insight
- Established Date
- 11-09-2018
- Office Locations
- 1
Office Locations
4500 E Cherry Creek South Drive Suite 1060 Glendale CO
About Jupiter Wealth Management, LLC
Jupiter Wealth Management is a Denver-based, fee-only RIA providing family office services for high- and ultra-high-net-worth families nationwide. The Boon family team supports multi-generational wealth with portfolio management, financial and legacy planning, and coordination of estate and insurance strategies (including property ventures and other complex assets). A key differentiator is that they manage most investments in-house; custody includes Schwab and Fidelity.
Team overview
42 AVG AGE
$208.4M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Pioneer alpha Atlas Pathway Peak Pioneer vital North Signal Pioneer Signal horizon
Client Personas
Wave matrix
CRM
Bridge momentum
Custodian
Eagle crest Insight wave Foundation foundation Timber
Investment Themes
Momentum optima
Investment Vehicles
Insight atlas Vertex Crest focus
Services
Beacon Glacier unison Unison zenith Horizon Catalyst Vertex timber Atlas Vertex Foundation Foundation vital Focus
Technology
Frontier capital Foundation meridian
Owner & Executives
J
JAMES MICHAEL BOON
Chief Executive Officer
- CRD
- #2208538
- Ownership
- Less than 5%
(441) 692-7264
peak.ember@peakcapital.com
in linkedin.com/in/ember-focus
J
JAMES TYLER BOON
Chief Compliance Officer
- CRD
- #5627174
- Ownership
- Less than 5%
(904) 782-6501
element.delta@glaciercapital.com
in linkedin.com/in/pioneer-vertex
Showing 2 of 2 owners & executives
Unlock allContacts
ANN HOLLAND BOON
Investment Advisor
- CRD
- #2547657
(448) 618-7177
ember.bridge@crestcapital.com
in linkedin.com/in/vital-matrix
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,195,554 | $1,434,707 |
| Non-Discretionary | $3,627,276 | $181,364 |
| Total | $416,822,830 | $1,353,321 |
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Separately Managed Accounts
Total SMA Asset: $416,822,830
Equity - Exchange:
16.4% Public Funds:
14.4% Cash:
5.8% U.S. Government/Agency:
31.1% Municipal Bonds:
20.1% Other:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,450,308,171 | 16.4% |
| Public Funds | $1,273,441,321 | 14.4% |
| Cash | $512,913,865 | 5.8% |
| U.S. Government/Agency | $2,750,279,519 | 31.1% |
| Municipal Bonds | $1,777,511,844 | 20.1% |
| Other | $1,078,887,786 | 12.2% |
| Total | $8,843,342,506 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK RIDGE UNISON | LEGACY TIMBER | 8814HGNAK | SAK | 9.09% | $55,403,918 |
| PRIME NORTH GLACIER | CAPITAL PIONEER | NNKGB59GQ | SPQ | 8.77% | $31,429,508 |
| HORIZON INSIGHT | UNISON FOCUS | 00QQAPFJ3 | AWLV | 11.67% | $97,878,614 |
| PATHWAY CATALYST LEGACY | BRIDGE CREST | WRAPHNWKT | FHBTG | 1.32% | $61,587,637 |
| UNISON EAGLE ELEMENT | MATRIX MATRIX | EKH9HQ0SU | ARKN | 0.93% | $69,890,108 |
| PIONEER INSIGHT VECTOR | ATLAS MATRIX | 1XSFDNKLW | YKLL | 2.01% | $1,614,814 |
| WAVE ELEMENT FOUNDATION | OAK PRIME | 04XI8JSSY | USXC | 10.13% | $51,824,232 |
| OAK BRIDGE SUMMIT | SIGNAL CATALYST | U7Q2PTWLU | MKQP | 7.47% | $27,274,327 |