A complete list of active advisors currently associated with Jupiter Wealth Management, LLC

Warmer can help you find a great advisor at Jupiter Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jupiter Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.