Wealth Manager
    Manages Private Funds

    Jpl Asset Management and Planning, LLC

    Registered investment advisor · Newark, Delaware · CRD #145213

    Assets Under Management
    $97M
    Client Accounts
    360
    Employees
    3
    CRD Number
    145213
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jpl Asset Management and Planning, LLC

    Jpl Asset Management and Planning, LLC is a registered investment advisory firm headquartered in Newark, Delaware, managing approximately $97M in regulatory assets across 360 client accounts. The firm's full regulatory record is filed with the SEC under CRD #145213.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Jpl Asset Management and Planning, LLC

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    Frequently Asked Questions

    What is Jpl Asset Management and Planning, LLC's AUM?

    Jpl Asset Management and Planning, LLC reports approximately $97M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jpl Asset Management and Planning, LLC headquartered?

    Jpl Asset Management and Planning, LLC is headquartered in Newark, Delaware.

    What is Jpl Asset Management and Planning, LLC's CRD number?

    Jpl Asset Management and Planning, LLC's CRD number is 145213. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jpl Asset Management and Planning, LLC manage?

    Jpl Asset Management and Planning, LLC manages approximately 360 client accounts according to its latest SEC filing.

    Is Jpl Asset Management and Planning, LLC SEC registered?

    Jpl Asset Management and Planning, LLC is registered as a STATE investment adviser.

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