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Manager · JPL Wealth Management, LLC

Patrick R. Rudy

CRD 5547396 · Named on Form ADV at one SEC-registered adviser

At a glance

JPL Wealth Management, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $588 million in regulatory assets, lists Patrick R. Rudy on its Form ADV as Manager, a control person.

Firms and roles

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joel JohnsonChief Compliance Officer, JPL Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.