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JGP WEALTH MANAGEMENT, LLC
CRD 290694File 801-112288
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.43B
Clients
803
3,335 accounts
Employees
23
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 12, 2018
- Principal office
- 2838 NW CROSSING DRIVE, SUITE 212, BEND, OR, 97703
- Phone
- 503-446-6450
- Website
- HTTPS://JGPWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,335
- Non-discretionary accounts
- 0
- Total accounts
- 3,335
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $80.7M |
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 379 | $1.16B |
| State or municipal government entities | Fewer than 5 | $5.4M |
| Individuals (other than high net worth individuals) | 392 | $184.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Clients | 745 | 803 | increased by58 |
| Mar 1, 2026 | AUM | $1,206,737,488 | $1,431,772,908 | increased by$225,035,420 |
| Mar 1, 2026 | Accounts | 2,950 | 3,335 | increased by385 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 23 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 545 | 745 | increased by200 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $979,379,206 | $1,206,737,488 | increased by$227,358,282 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,086 | 2,950 | increased by864 |
| Feb 1, 2022 | Clients | 520 | 545 | increased by25 |
| Feb 1, 2022 | AUM | $861,424,440 | $979,379,206 | increased by$117,954,766 |
| Feb 1, 2022 | Accounts | 1,960 | 2,086 | increased by126 |
| Sep 1, 2021 | Clients | 490 | 520 | increased by30 |
| Sep 1, 2021 | AUM | $747,021,315 | $861,424,440 | increased by$114,403,125 |
| Sep 1, 2021 | Accounts | 1,816 | 1,960 | increased by144 |
| 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 “JGP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JGP WEALTH” 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.