Jpl Wealth Management, Llc
- Regulatory AUM
- $588M
- Discretionary
- $588M
- Clients
- 291
- Avg AUM / client
- $2.0M
- Accounts
- 1,081
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $53.1M | 9.04% |
| High net worth individuals | 169 | $526M | 89.5% |
| Charitable organizations | 1 | $2.7M | 0.46% |
| State or municipal government entities | 1 | $5.7M | 0.97% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Johnson | Chief Compliance Officer | CFP | Oct 2023 (3y) | ≈ 18.75% – 50% via Prime Financial Management, Inc. |
| Patrick Ryan Rudy | Manager | CFP CFA | Oct 2023 (3y) | ≈ 18.75% – 50% via Party Of 5, Inc. |
| Luke Nagell | Manager | Nov 2023 (3y) | ≈ 18.75% – 50% via Gallatin, Inc. | |
| Anna Ngo Bhai | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Prime Financial Management, Inc. | Member | Feb 2024 | A | 25% – 50% |
| Party Of 5, Inc. | Member | Feb 2024 | A | 25% – 50% |
| Gallatin, Inc. | Member | Feb 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joel Johnson: 75% – 100% of Prime Financial Management, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Patrick Ryan Rudy: 75% – 100% of Party Of 5, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Luke Nagell: 75% – 100% of Gallatin, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $303M (51% of AUM) Mar 2026
- Fidelity Management Trust Company $285M (48% of AUM) Mar 2026
- Fidelity Managed And Research Company $285M (48% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗