Jupiter Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jupiter Wealth Management provides investment management, family office, and retirement plan services to individuals, high‑net‑worth clients, estates, trusts, pension/profit sharing plans, and corporations. As of December 31, 2025 the firm managed roughly $416.8 million for about 92 client relationships and offers both discretionary and non‑discretionary portfolio management alongside financial planning, administration, concierge services, and retirement plan fiduciary services.
The firm manages accounts exclusively through a wrap‑fee program that bundles advisory services and trade execution, and it uses a mix of fundamental, factor, quantitative and optimization methods across mutual funds, ETFs, individual securities, options, derivatives, private placements and alternative vehicles. JWM may recommend or retain third‑party sub‑advisers — notably Goldman Sachs Asset Management for model portfolios — and tailors family office engagements with negotiated fixed annual fees, ongoing monitoring, and risk stress testing.
What differentiates Jupiter Wealth Management from many peers is its exclusive role as a wrap program sponsor combined with a sub‑advisory implementation arrangement and a family‑office practice that applies a negotiable fixed fee (family‑office engagements carry a stated $2 million minimum that may be waived). The firm also discloses the use of endorsements, testimonials and advertised third‑party ratings in its marketing and offers access to a broader set of alternatives (private placements, hedge funds, and non‑traded real estate vehicles), which may affect both its product mix and client communications relative to typical supported firms.
Client services
Expertise
Occupation focus
Fee options
Family Office Services fees are individually negotiated at an annual fixed rate, invoiced quarterly in advance.
Account minimum: $2 million (for Family Office Services; waivable at discretion)
Main office
4500 E Cherry Creek South Drive, Suite 1060
Glendale CO 80246
Advisors at this office
3
Most active in
California · Colorado · Florida · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James B
Series 63, Series 66
Glendale, CO
Jupiter Wealth Management, LLC
James Boon is a financial advisor at Jupiter Wealth Management, LLC in Glendale, CO, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and Tru Independence Asset Management before joining Jupiter Wealth Management in 2018. Jupiter Wealth Management serves individuals, high-net-worth clients, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $416.8 million across 92 client relationships. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and family office services through a wrap-fee program that incorporates fundamental, factor, quantitative, and optimization investment methods.
Ann B
Series 63
Glendale, CO
Jupiter Wealth Management, LLC
Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.
James B
Series 63, Series 65
Glendale, CO
Jupiter Wealth Management, LLC
James Boon is a financial advisor at Jupiter Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, offering investment management, financial planning, family office services, retirement plan fiduciary services, and concierge support. The firm manages approximately $390 million in discretionary assets for about 90 clients and uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios, operating primarily through a wrap fee program.
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