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JGP WEALTH MANAGEMENT, LLC
CRD 290694 · SEC 801-112288
2838 NW CROSSING DRIVE, SUITE 212, BEND, OR, 97703, United States
Phone
503-446-6450
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.43B
Discretionary AUM
$1.43B
Team
23 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 392 | $184.5M |
| High net worth individuals | 379 | $1.16B |
| Corporations/business entities | 32 | $80.7M |
States served
AZ, CA, CO, GA, ID, IL, NV, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD