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JPFG WEALTH MANAGEMENT, L.L.C.
CRD 289147
5821 FAIRVIEW RD, STE 207-5, CHARLOTTE, NC, 28209, United States
Phone
704-675-7270
Fax
704-675-7270
Registration
— (—)
Source
State registered
Total AUM
$19.1M
Discretionary AUM
$19.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $14.4M |
| High net worth individuals | 4 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD