# Jupiter Wealth Management

Jupiter Wealth Management is a Multi Family Office based in Glendale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Glendale, United States
- **Region:** North America
- **Founded:** 2018
- **Assets under management:** 399 (Altss estimate)
- **Website:** jupiterwealth.com
- **LinkedIn:** https://www.linkedin.com/company/jupiter-wealth-management

## Regulatory record

- **CRD number:** 299220
- **SEC file number:** 801-114274
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299220

## About

Jupiter Wealth Management was established by the Boon family. Jim Boon and Ann Boon co-founded the firm, with Tyler Boon later assuming the role of president. The firm focuses on multi-generational wealth advisory for U.S. clients with at least $2 million in assets. The firm allocates across private equity, hedge funds, real estate, commodities, and digital assets. It offers direct co-investments and SPVs alongside fund commitments. Geographic reach centers on North America. Confirmed holdings include public positions in Alphabet, Microsoft, and Nvidia. The firm also manages client exposure to luxury collectibles and mixed-use real estate ventures. The firm employs Charles Schwab as custodian. It structures private foundations and donor-advised funds for clients, with emphasis on education initiatives in the United States. No operational events from the last 24 months appear in available records. The firm operates as a fee-only multi-family office that accommodates client requests for impact allocations in renewable energy and healthcare without maintaining a dedicated ESG product line.

## Sectors

- Luxury
- Energy Transition & Renewables

## People

- Jim Boon — Co-founder
- Ann Boon — Co-founder
- Tyler Boon — President and Founder

## Questions

### Who runs investment decisions at Jupiter Wealth Management?

Tyler Boon serves as president and leads strategic initiatives. Jim Boon and Ann Boon act as co-founders with over 30 years of combined wealth management experience.

### Does Jupiter Wealth Management participate in fund commitments or only direct deals?

The firm provides access to both fund commitments and direct co-investments or SPVs. It maintains positions in private equity funds and hedge funds as a limited partner.

### What investment stages does Jupiter Wealth Management typically target?

The firm targets early-stage opportunities. It also holds later-stage public equities and alternative assets with multi-year holding periods.

### Where does Jupiter Wealth Management maintain custody arrangements?

Charles Schwab serves as the firm's custodian under an arrangement active since 2021.

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Last updated: 2026-07-06T01:24:19.375Z

Canonical page: https://altss.com/profile/jupiter-wealth-management

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