Patrick Rudy
JPL Wealth Management · Greenwood Village, Colorado
Patrick Rudy is a fee-only financial advisor at JPL Wealth Management in Greenwood Village, Colorado, who holds the CFP and CFA credentials. JPL Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | JPL Wealth Management |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $587.9M across 1,081 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 5547396 |
| Exams passed | Series 63 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.jplwealthmanagement.com |
| Profile |
How Patrick's firm compares
- JPL Wealth Management's average account is about $544,000, from its Form ADV (assets managed divided by 1,081 accounts).
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Questions about Patrick
Is Patrick Rudy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and JPL Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, JPL Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Rudy based?
Patrick Rudy is based in Greenwood Village, Colorado.
What credentials does Patrick Rudy hold?
Patrick Rudy holds the CFP and CFA credentials.
Is Patrick Rudy registered with the SEC?
Yes. Patrick Rudy is registered as an investment adviser representative in CO and TX (CRD 5547396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JPL Wealth Management manage?
JPL Wealth Management reports $587.9M across 1,081 accounts in assets under management.
How do I contact Patrick Rudy?
Through Patrick's website, www.jplwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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