JPG WEALTH MANAGEMENT, LLC

JPG WEALTH MANAGEMENT, LLC of MARIETTA, GA is an SEC-registered investment adviser (CRD 174818). Regulatory assets under management: $7.2M.

Registration

• CRD: 174818
• Type: Registered investment adviser
• Location: ATLANTA ST. SE, MARIETTA, GA, 30060
• Phone: 470-531-1818
• Latest filing: 2026-03-21
• Regulatory AUM: $7.2M
• Discretionary AUM: $7.1M
• Non-discretionary AUM: $100K
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174818 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search