JGP WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,431,772,908
Discretionary
$1,431,772,908
Non-discretionary
$0
Firm details
- CRD number
- 290694
- SEC file number
- 801-112288
- Main office
- BEND, OR, United States
- Employees
- 23
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.