JGP WEALTH MANAGEMENT, LLC

CRD 290694File 801-112288

APPROVED

Retail clients

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.43B

Above cohort median (national)

Discretionary AUM

$1.43B

Clients

803

3,335 accounts

Employees

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://www.youtube.com/channel/UCitNMSjt90YWHmtGWgUGONA/about

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, 5G

Compensation

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 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.