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JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CRD 109040File 801-57167
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$997.1M
Non-discretionary $55.5M
Clients
534
1,358 accounts
Employees
5
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 4 | 5 | increased by1 |
| Mar 1, 2026 | Clients | 422 | 534 | increased by112 |
| Mar 1, 2026 | AUM | $851,302,957 | $1,052,573,881 | increased by$201,270,924 |
| Mar 1, 2026 | Accounts | 1,180 | 1,358 | increased by178 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 358 | 422 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $551,747,874 | $851,302,957 | increased by$299,555,083 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 893 | 1,180 | increased by287 |
| Mar 1, 2022 | Clients | 302 | 358 | increased by56 |
| Mar 1, 2022 | AUM | $432,751,361 | $551,747,874 | increased by$118,996,513 |
| Mar 1, 2022 | Accounts | 804 | 893 | increased by89 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JAMISON PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JAMISON PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.