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Jupiter Wealth Management LLC
Jupiter Wealth Management LLC, headquartered in Glendale, Colorado, is a boutique investment advisory firm founded in 2018 by the Boon family. Operating as an SEC-registered investment adviser, the firm specializes in comprehensive wealth management and personalized family office services for affluent families, particularly those with $2 million or more in investable assets. Jupiter Wealth Management functions similarly to a multi-family office but without the high account minimums and fees, offering strategic investment, holistic financial planning, and legacy planning. The firm is led by a small team of 4 professionals and provides fiduciary-driven service to clients across the United States, focused on multi-generational asset growth and preservation.
Investment Strategy
Jupiter Wealth Management employs a conservative, best-in-class investment management approach centered on fiduciary responsibility and alignment with client interests. The firm focuses on personalized asset allocation strategies, blending diversified equity and fixed income investments with bespoke planning to match individual client goals and risk tolerances. Portfolio management emphasizes long-term growth, capital preservation, and generational wealth transfer. As a multi-family office, the firm integrates investment management with financial, estate, and legacy planning, continually adapting strategies to reflect evolving client circumstances and objectives. All investment decisions are guided by the principle of managing client portfolios as they would their own, prioritizing trust, transparency, and long-term relationships.
Latest 13F Filing Activity
Jupiter Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $198M. The fund increased holdings in Nvidia Corporation, Alphabet Inc., Broadcom Inc. Com among other positions. Jupiter Wealth Management LLC reduced exposure to Crocs Inc. Com, Berkshire Hathaway, Chipotle Mexican among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| Alphabet Inc | 10.08% | $20.0M | 98,874 | $90.74 | $176.23 | +$4.5M | |
M MSFT | Microsoft | 8.61% | $17.0M | 32,745 | $209.46 | $497.41 | +$2.3M |
N NVDA | Nvidia Corporation | 6.24% | $12.4M | 68,051 | $85.87 | $157.99 | +$4.6M |
A AAPL | Apple Inc Com | 5.54% | $11.0M | 46,983 | $106.43 | $205.17 | +$880.6K |
S SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 4.41% | $8.7M | 13,538 | $486.97 | $617.85 | +$603.5K |
Industry Allocation
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