JGP Wealth Management, LLC

RIASEC Registered

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 organized as an LLC and registered with the SEC in 2018. The firm serves both individual & family clients and institutional clients and describes itself as a capital allocator that uses third‑party managers alongside internally managed portfolios. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Core advisory services are financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and selection of other advisers. The firm does not identify as an active ESG investor.