# Jeppson Wealth Management

Jeppson Wealth Management is a Bank / Wealth / Trust based in Manhattan Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Manhattan Beach, United States
- **Region:** North America
- **Address:** Manhattan Beach, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** jeppson-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/jeppson-wealth-management

## Regulatory record

- **CRD number:** 305552
- **SEC file number:** 801-117384
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305552

## About

Jeppson Wealth Management opened in Manhattan Beach, California, in 2019 under founder Lucas Jeppson. The firm operates as an independent registered investment adviser, avoiding the proprietary-product mandates common at large bank wealth arms. Its client base spans individuals, pension plans, and privately held businesses, all served through both discretionary and non-discretionary advisory relationships. The firm's advisory approach stitches together discretionary portfolio management with comprehensive financial planning and consulting. Its geographic footprint is concentrated in Southern California, particularly the South Bay business community around Manhattan Beach. The firm has not publicly disclosed total assets under management or adviser headcount numbers. It maintains no branch offices beyond its Manhattan Beach headquarters. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or club investment structures — appear in public records tied to the firm. The absence of a LinkedIn presence or scrapable website content limits the observable institutional footprint. Jeppson Wealth Management's structural differentiator lies in its post-DOL fiduciary-rule-era launch. By forming in 2019, the firm adopted a compliance posture that treats every client engagement as fiduciary from inception, sidestepping the dual-standard legacy that older hybrid advisers still navigate. This clean-sheet regulatory positioning matters for institutional pension-plan trustees who prioritize ERISA-aligned advisory relationships.

## People

- Lucas Jeppson — Founder

## Questions

### Is Jeppson Wealth Management structured as an independent RIA or part of a larger financial institution?

The firm operates as an independent registered investment adviser. It is not affiliated with a bank, trust company, or broker-dealer. This structure avoids proprietary-product requirements and enables a fiduciary standard across all advisory relationships.

### Does Jeppson Wealth Management offer both discretionary and non-discretionary accounts?

Yes. The firm manages discretionary accounts — where it makes investment decisions without prior client approval — alongside non-discretionary advisory engagements where the client retains final decision authority.

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Last updated: 2026-08-11T02:43:31.692Z

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