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Jeppson Wealth Management, LLC

CRD 305552  ·  Manhattan Beach, CA  ·  $763.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
305552
SEC number
801-117384
Firm type
RIA
Assets under management
$763.2M as of Mar 24, 2026
Website
www.jeppson-wealth.com ↗
Phone
424-456-3111
Address
1230 Rosecrans Avenue, Manhattan Beach, CA, 90266

Advisors at this firm

6 in our index · page 1 of 1

  • Michael Robinette JeppsonCRD 1418378 · Manhattan Beach, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Robert E JeppsonCRD 5020524 · Manhattan Beach, CA
    IA Registered
    Disclosure event(s) on record
  • Michael Hunter JeppsonCRD 7827098 · Manhattan Beach, CA
    IA Registered
  • Randall J MccuenCRD 1056134 · Manhattan Beach, CA
    IA Registered
    Disclosure event(s) on record
  • Craig H MorseCRD 5807192 · Manhattan Beach, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Michael Scott PearceCRD 7982457 · Manhattan Beach, CA
    IA Registered
1–6 of 6

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 305552 ↗ FINRA BrokerCheck record for firm CRD 305552 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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