JGP WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$429K

Accounts

3,335

Employees

Advisory reps

Firm details

Headquarters: BEND, Oregon
CRD number: 290694
Registered since: January 12, 2018
Website: jgpwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.87%
Individuals12.89%
Corporations / Businesses5.64%
State / Municipal Government0.37%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

JGP Wealth Management, LLC is an independent registered investment adviser formed as an LLC in 2018 that blends discretionary portfolio management with financial planning and third‑party manager selection. The firm acts as a capital allocator for both high‑net‑worth individuals and families as well as institutional clients, deploying a mix of direct equity exposure and external fund solutions. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, allowing for flexible planning and advisory relationships. Investment activity shows a clear tilt toward liquid equity strategies—exchange‑traded instruments are the dominant holdings—while the firm also sources external alternative exposure, primarily in real estate and REIT vehicles. JGP uses sub‑advisers and third‑party managers where appropriate, indicating a willingness to outsource niche or illiquid strategies rather than build them in‑house.