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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JUPITER WEALTH MANAGEMENT, LLC

CRD 299220

GLENDALE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8fde286b-c7f1-df05-7115-4f6be58963d3

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 1
Observed: Oct 10, 2018 to Mar 6, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jupiter Wealth Management, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $417MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $413M
Private client RAUM: $398MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 308
Individual clients: 33
High net worth clients: 59
Custody, client assets: $96.6M
SEC number: 801-114274
CIK: 1774207
CRD: 299220
Filings on the tape: 23
First filed: Oct 10, 2018
Latest filed: Mar 6, 2026
Organised: Limited Liability Company, CO
Website: jupiterwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MICHAEL BOON	n/a	GLENDALE, CO	7	34	6	no
ANN HOLLAND BOON	n/a	GLENDALE, CO	7	31	6	no
JAMES TYLER BOON	n/a	GLENDALE, CO	7	17	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOON FAMILY TRUST	Member	D	yes	09/2018	Nov 20, 2018	Mar 21, 2024
BOON, ANN, HOLLAND	Trustee	F	yes	09/2018	Oct 10, 2018	Mar 21, 2024
BOON, JAMES, MICHAEL	CHIEF EXECUTIVE OFFICER	Na	yes	10/2018	Oct 10, 2018	Mar 21, 2024
BOON, JAMES, MICHAEL	Grantor	F	yes	09/2018	Oct 10, 2018	Mar 21, 2024
BOON, JAMES, TYLER	Trustee	F	yes	09/2018	Oct 10, 2018	Mar 21, 2024
BOON, JAMES, TYLER	CHIEF COMPLIANCE OFFICER	Na	yes	09/2018	Oct 10, 2018	Mar 21, 2024
JAMES TYLER BOON REVOCABLE TRUST	Member	C	yes	09/2018	Nov 20, 2018	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$417M	$413M	4	2	0	n/a	n/a
2024	Mar 13, 2025	$399M	$390M	4	2	0	n/a	n/a
2023	Mar 21, 2024	$386M	$351M	4	2	0	n/a	n/a
2022	Feb 25, 2023	$331M	$300M	4	2	0	n/a	n/a
2021	Mar 15, 2022	$400M	$367M	4	2	3	n/a	n/a
2020	Mar 1, 2021	$381M	$351M	5	2	0	n/a	n/a
2019	Mar 20, 2020	$368M	$335M	5	2	0	n/a	n/a
2018	Jan 25, 2019	$306M	$284M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$417M	$399M	4.4%	$331M	8.0%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	3	Jan 2, 2019	Nov 20, 2018	DENVER, CO	Team lift out	RIA to new firm	30.0%

Relationships

Registered with (3)

← JAMES MICHAEL BOONAdvisorregistration: current employment
Nov 20, 2018 to presentfactForm ADV
← ANN HOLLAND BOONAdvisorregistration: current employment
Nov 20, 2018 to presentfactForm ADV
← JAMES TYLER BOONAdvisorregistration: current employment
Nov 20, 2018 to presentfactForm ADV

Controls (5)

← BOON, JAMES, MICHAELOwnerGRANTOR, ownership code F, individual
Oct 10, 2018 to Mar 21, 2024factForm ADV
← BOON, ANN, HOLLANDOwnerTRUSTEE, ownership code F, individual
Oct 10, 2018 to Mar 21, 2024factForm ADV
← BOON, JAMES, TYLEROwnerTRUSTEE, ownership code F, individual
Oct 10, 2018 to Mar 21, 2024factForm ADV
← BOON FAMILY TRUSTOwnerMEMBER, ownership code D, domestic entity
Nov 20, 2018 to Mar 21, 2024factForm ADV
← JAMES TYLER BOON REVOCABLE TRUSTOwnerMEMBER, ownership code C, domestic entity
Nov 20, 2018 to Mar 21, 2024factForm ADV

Moved with (1)

← TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviser3 advisors, team lift out, same day
Jan 2, 2019 to Nov 20, 2018factForm ADV

Dated events

Occurred
Oct 10, 2018
First Form ADV filing
Jupiter Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fde286b-c7f1-df05-7115-4f6be58963d3
First observed: Oct 10, 2018
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JUPITER WEALTH MANAGEMENT, LLC

CRD 299220

GLENDALE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8fde286b-c7f1-df05-7115-4f6be58963d3

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MICHAEL BOON

n/a

GLENDALE, CO

ANN HOLLAND BOON

n/a

GLENDALE, CO

JAMES TYLER BOON

n/a

GLENDALE, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOON FAMILY TRUST

Member

yes

09/2018

Nov 20, 2018

Mar 21, 2024

BOON, ANN, HOLLAND

Trustee

yes

09/2018

Oct 10, 2018

Mar 21, 2024

BOON, JAMES, MICHAEL

CHIEF EXECUTIVE OFFICER

yes

10/2018

Oct 10, 2018

Mar 21, 2024

BOON, JAMES, MICHAEL

Grantor

yes

09/2018

Oct 10, 2018

Mar 21, 2024

BOON, JAMES, TYLER

Trustee

yes

09/2018

Oct 10, 2018

Mar 21, 2024

BOON, JAMES, TYLER

CHIEF COMPLIANCE OFFICER

yes

09/2018

Oct 10, 2018

Mar 21, 2024

JAMES TYLER BOON REVOCABLE TRUST

Member

yes

09/2018

Nov 20, 2018

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$417M

$413M

n/a

2024

Mar 13, 2025

$399M

$390M

n/a

2023

Mar 21, 2024

$386M

$351M

n/a

2022

Feb 25, 2023

$331M

$300M

n/a

2021

Mar 15, 2022

$400M

$367M

n/a

2020

Mar 1, 2021

$381M

$351M

n/a

2019

Mar 20, 2020

$368M

$335M

n/a

2018

Jan 25, 2019

$306M

$284M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$417M

$399M

4.4%

$331M

8.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Jan 2, 2019

Nov 20, 2018

DENVER, CO

Team lift out

RIA to new firm

30.0%