# JG WEALTH MANAGEMENT, LLC

JG WEALTH MANAGEMENT, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286651
- Type: SEC-registered investment adviser
- Location: 15 ENTERPRISE, ALISO VIEJO, CA, 92656-2652
- Phone: (213) 320-1456
- Latest filing: 2026-03-30
- Regulatory AUM: $1.6M
- Discretionary AUM: $1.6M
- Clients: 2
- Accounts: 56

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286651/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286651/similar
- Related entities: https://search.stillhousedata.com/firm/286651/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286651

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.