JPFG WEALTH MANAGEMENT, L.L.C.

JPFG WEALTH MANAGEMENT, L.L.C. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 289147). Regulatory assets under management: $19.1M.

Registration

• CRD: 289147
• Type: Registered investment adviser
• Location: 5821 FAIRVIEW RD, CHARLOTTE, NC, 28209
• Phone: 704-675-7270
• Latest filing: 2026-03-27
• Regulatory AUM: $19.1M
• Discretionary AUM: $19.1M
• Clients: 1
• Accounts: 209

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289147 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search