# FPG Wealth

> FPG Wealth is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 325539
- Filed as: FPG WEALTH
- Legal name: FPG Investments, LLC
- Also doing business as: FPG WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325539
- AdvisorCensus page: https://advisorcensus.com/firm/fpg-wealth-325539

## Quick answers

**How is FPG Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), FPG Wealth reports these compensation arrangements: a percentage of assets under its management.

**Is FPG Wealth registered with the SEC or a state?**
FPG Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 325539.

**How much does FPG Wealth manage?**
FPG Wealth reports $25,162,465 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have FPG Wealth's assets and staff changed since 2023?**
In the Form ADV data for FPG Wealth: Regulatory assets under management: $35,800,000 in the October 2023 data and $25,162,465 in the October 2026 data, down 30%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FPG Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Does FPG Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325539

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,162,465
- Discretionary: $25,162,465
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $25,162,465 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fpgwealth.co
- linkedin/IN/BENJAMINDHOLLAND

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $35,800,000 | 1 | August 10, 2023 |
| October 2026 | $25,162,465 | 1 | August 13, 2026 |

Regulatory assets under management: $35,800,000 in the October 2023 data and $25,162,465 in the October 2026 data, down 30%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FPG Wealth (CRD 325539): Form ADV filing data as of October 2026.