JG WEALTH MANAGEMENT, LLC

JG WEALTH MANAGEMENT, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser (CRD 286651). Regulatory assets under management: $1.6M.

Registration

• CRD: 286651
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search