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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JPL WEALTH MANAGEMENT, LLC

CRD 328474

GREENWOOD VILLAGE, 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:9cd02114-b0b9-65f4-7832-c22d7377fc40

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 9
On other graphs: 0
Observed: Sep 14, 2023 to Sep 15, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $588MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $588M
Private client RAUM: $580MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $294Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,081
Individual clients: 120
High net worth clients: 169
Custody, client assets: $106M
SEC number: 801-128893
CRD: 328474
Filings on the tape: 9
First filed: Sep 14, 2023
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, DE
Website: jplwealthmanagement.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
JOEL JOHNSON	Certified Financial Planner	Highlands Ranch, CO	2	27	7	no
PATRICK RYAN RUDY	Certified Financial Planner\|Chartered Financial Analyst	GREENWOOD VILLAGE, CO \| Denver, CO	2	16	3	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
GALLATIN, INC.	Member	C	yes	02/2024	Feb 9, 2024	Feb 9, 2024
JOHNSON, JOEL	CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Oct 23, 2023	Feb 9, 2024
JOHNSON, JOEL	Manager	E	yes	02/2024	Oct 23, 2023	Feb 9, 2024
NAGELL, LUKE	Manager	E	yes	02/2024	Nov 28, 2023	Feb 9, 2024
PARTY OF 5, INC.	Member	C	yes	02/2024	Feb 9, 2024	Feb 9, 2024
PRIME FINANCIAL MANAGEMENT, INC.	Member	C	yes	02/2024	Feb 9, 2024	Feb 9, 2024
RUDY, PATRICK, RYAN	Manager	E	yes	02/2024	Oct 23, 2023	Feb 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$588M	$588M	6	3	0	n/a	n/a
2024	Mar 27, 2025	$516M	$515M	5	4	0	n/a	n/a
2023	Feb 9, 2024	$300M	$300M	3	3	3	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
1	2	-1	100.0%	0	2	0	4	2

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	$588M	$516M	13.9%	n/a	n/a	6	5	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
UNITED CAPITAL FINANCIAL ADVISORS	3	Nov 9, 2023	Nov 27, 2023	DENVER, CO	Team lift out	RIA to new firm	2.0%

Relationships

Registered with (4)

← JOEL JOHNSONAdvisorregistration: current employment
Oct 23, 2023 to presentfactForm ADV
← PATRICK RYAN RUDYAdvisorregistration: current employment
Oct 23, 2023 to presentfactForm ADV
← LUKE Patrick NAGELLAdvisorregistration: previous registration
Nov 27, 2023 to Sep 11, 2026factForm ADV
← Anna Ngo BhaiAdvisorregistration: previous registration
Mar 3, 2026 to Jul 23, 2026factForm ADV

Controls (6)

← JOHNSON, JOELOwnerMANAGER, ownership code E, individual
Oct 23, 2023 to Feb 9, 2024factForm ADV
← NAGELL, LUKEOwnerMANAGER, ownership code E, individual
Nov 28, 2023 to Feb 9, 2024factForm ADV
← RUDY, PATRICK, RYANOwnerMANAGER, ownership code E, individual
Oct 23, 2023 to Feb 9, 2024factForm ADV
← GALLATIN, INC.OwnerMEMBER, ownership code C, domestic entity
Feb 9, 2024 to Feb 9, 2024factForm ADV
← PARTY OF 5, INC.OwnerMEMBER, ownership code C, domestic entity
Feb 9, 2024 to Feb 9, 2024factForm ADV
← PRIME FINANCIAL MANAGEMENT, INC.OwnerMEMBER, ownership code C, domestic entity
Feb 9, 2024 to Feb 9, 2024factForm ADV

Moved with (1)

← UNITED CAPITAL FINANCIAL ADVISORSRegistered adviser3 advisors, team lift out, same day
Nov 9, 2023 to Nov 27, 2023factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
Luke Patrick Nagell left Jpl Wealth Management, Llc for Gallatin River Capital Llc (registered 2026-08-14)
Form ADVobserved 6 days ago
Occurred
Jul 23, 2026
Advisor changed firm
Anna Ngo Bhai left Jpl Wealth Management, Llc for Brooklyn Fi, Llc (registered 2026-08-05)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2025
Regulatory AUM changed
Jpl Wealth Management, Llc reported RAUM $516.0M, up 72% from $300.0M (2025-01-27 to 2025-03-27)
Form ADVobserved 6 days ago
$216M
Occurred
Nov 28, 2023
Control person joined
Luke Nagell (Member) appeared on Schedule A of Jpl Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Nov 9, 2023
Team lift-out
3 advisors left United Capital Financial Advisors (Denver, CO) for Jpl Wealth Management, LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Oct 23, 2023
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Jpl Wealth Management, Llc (listed 2023-09-14, absent 2023-10-23)
Form ADVobserved 6 days ago
Occurred
Oct 23, 2023
Control person joined
Joel Johnson (Managing Member And Chief Compliance Officer) appeared on Schedule A of Jpl Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Oct 23, 2023
Control person joined
Ryan Patrick Rudy (Managing Member) appeared on Schedule A of Jpl Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Sep 14, 2023
First Form ADV filing
Jones Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cd02114-b0b9-65f4-7832-c22d7377fc40
First observed: Sep 14, 2023
Last observed: Sep 15, 2026 6 days 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.

JPL WEALTH MANAGEMENT, LLC

CRD 328474

GREENWOOD VILLAGE, 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:9cd02114-b0b9-65f4-7832-c22d7377fc40

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOEL JOHNSON

Certified Financial Planner

Highlands Ranch, CO

PATRICK RYAN RUDY

Certified Financial Planner|Chartered Financial Analyst

GREENWOOD VILLAGE, CO | Denver, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GALLATIN, INC.

Member

yes

02/2024

Feb 9, 2024

JOHNSON, JOEL

CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 23, 2023

Feb 9, 2024

JOHNSON, JOEL

Manager

yes

02/2024

Oct 23, 2023

Feb 9, 2024

NAGELL, LUKE

Manager

yes

02/2024

Nov 28, 2023

Feb 9, 2024

PARTY OF 5, INC.

Member

yes

02/2024

Feb 9, 2024

PRIME FINANCIAL MANAGEMENT, INC.

Member

yes

02/2024

Feb 9, 2024

RUDY, PATRICK, RYAN

Manager

yes

02/2024

Oct 23, 2023

Feb 9, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$588M

n/a

2024

Mar 27, 2025

$516M

$515M

n/a

2023

Feb 9, 2024

$300M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

100.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$588M

$516M

13.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITED CAPITAL FINANCIAL ADVISORS

Nov 9, 2023

Nov 27, 2023

DENVER, CO

Team lift out

RIA to new firm

2.0%