Jupiter Wealth Management, Llc
- Regulatory AUM
- $417M
- Discretionary
- $413M
- Clients
- 92
- Avg AUM / client
- $4.5M
- Accounts
- 308
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Investments (13F portfolio — 90 positions, $253,012,913)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL A | $38,328,619 | 95,198 | 15.1% | 9.2% |
| 2 | Nvidia Corporation | COM | $15,876,978 | 70,305 | 6.28% | 3.81% |
| 3 | Apple Inc Com | COM | $15,709,803 | 52,564 | 6.21% | 3.77% |
| 4 | Microsoft | COM | $14,297,024 | 35,283 | 5.65% | 3.43% |
| 5 | Broadcom Inc Com | COM | $12,597,061 | 30,224 | 4.98% | 3.02% |
| 6 | Morgan Stanley Com | COM | $11,098,124 | 57,257 | 4.39% | 2.66% |
| 7 | Spdr S&P500 Etf (Trust Trust Unit Depositary Receipt) | - | $10,913,140 | 14,702 | 4.31% | 2.62% |
| 8 | Amazon.Com Inc | COM | $9,799,776 | 36,278 | 3.87% | 2.35% |
| 9 | Berkshire Hathaway | CL A | $8,002,501 | 11 | 3.16% | 1.92% |
| 10 | Energy Select Sector Spdr Etf Iv | - | $5,982,455 | 103,808 | 2.36% | 1.44% |
| 11 | Taiwan Semiconductor | COM | $5,803,897 | 14,517 | 2.29% | 1.39% |
| 12 | Mastercard Inc Cl A | CL A | $4,902,475 | 9,992 | 1.94% | 1.18% |
| 13 | Johnson & Johnson | COM | $4,768,772 | 20,696 | 1.88% | 1.14% |
| 14 | Facebook Inc Class A | CL A | $4,606,226 | 7,470 | 1.82% | 1.11% |
| 15 | Jp Morgan Ultra Shrt Muncipl Incm Etf | - | $4,579,200 | 90,000 | 1.81% | 1.1% |
| 16 | Berkshire Hathaway | CL B NEW | $4,129,348 | 8,505 | 1.63% | 0.99% |
| 17 | Crown Hldgs Inc Com | COM | $3,908,691 | 39,005 | 1.54% | 0.94% |
| 18 | Home Depot | COM | $3,897,449 | 12,882 | 1.54% | 0.94% |
| 19 | American Tower Corp | COM | $3,449,233 | 19,838 | 1.36% | 0.83% |
| 20 | Invesco S & P Midcap Momentum Etf | - | $2,906,573 | 17,300 | 1.15% | 0.7% |
| 21 | Goldman Sachs Group | COM | $2,866,260 | 3,000 | 1.13% | 0.69% |
| 22 | Nuveen Amt Free Qlty | COM | $2,777,142 | 240,237 | 1.1% | 0.67% |
| 23 | I Shares Us Aerospace Defense Etf | - | $2,764,722 | 12,249 | 1.09% | 0.66% |
| 24 | Citigroup Inc | COM | $2,730,200 | 22,000 | 1.08% | 0.66% |
| 25 | Marathon Petroleum | COM | $2,490,900 | 10,000 | 0.98% | 0.6% |
Top 25 of 90 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $9.4M | 2.26% |
| High net worth individuals | 59 | $389M | 93.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 0.33% |
| Charitable organizations | Fewer than 5 clients | $17.3M | 4.14% |
| Corporations and other businesses | Fewer than 5 clients | $93.7K | 0.02% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ann Holland Boon | Trustee | Sep 2018 (8y) | GP / trustee / elected manager of Boon Family Trust (indirect) | |
| James Michael Boon | Chief Executive Officer | Sep 2018 (8y) | Less than 5% | |
| James Tyler Boon | Chief Compliance Officer | Sep 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Boon Family Trust | Member | Sep 2018 | A | 50% – 75% |
| James Tyler Boon Revocable Trust | Member | Sep 2018 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 915 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $417M (100% of AUM) Mar 2026
- Fidelity Brokerage Services $368M (100% of AUM) Nov 2020
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 06, 2026.
View current Form ADV (SEC/IAPD) ↗