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JPG WEALTH MANAGEMENT, LLC
CRD 174818
ATLANTA ST. SE, SUITE 409, MARIETTA, GA, 30060, United States
Phone
470-531-1818
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.2M
Discretionary AUM
$7.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars401(K) PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD