JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. of MILTON, GA is an SEC-registered investment adviser (CRD 109040). Regulatory assets under management: $1.1B.

Registration

• CRD: 109040
• SEC file number: 801-57167
• Type: Registered investment adviser
• Location: 12630 CRABAPPLE ROAD, SUITE 300, MILTON, GA, 30004
• Phone: 678-323-3454
• Latest filing: 2026-02-16
• Regulatory AUM: $1.1B
• Discretionary AUM: $997.1M
• Non-discretionary AUM: $55.5M
• Clients: 5
• Accounts: 1,358

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search