JAMISON PRIVATE WEALTH MANAGEMENT, INC.

CRD 109040File 801-57167

APPROVED

Retail clients

Custody

Filing as of Feb 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.05B

Above cohort median (national)

Discretionary AUM

$997.1M

Non-discretionary $55.5M

Clients

534

1,358 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 14, 2000
Principal office: 12630 CRABAPPLE ROAD, SUITE 300, MILTON, GA, 30004
Phone: 678-323-3454
Website: HTTPS://JAMISONWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.05B
Discretionary AUM: $997.1M
Non-discretionary AUM: $55.5M
Discretionary accounts: 1,327
Non-discretionary accounts: 31
Total accounts: 1,358
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$9.1M
Charitable organizations	17	$4.4M
High net worth individuals	187	$834.4M
Pooled investment vehicles	1	$187K
Pension and profit sharing plans	26	$81.8M
Individuals (other than high net worth individuals)	285	$122.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.