# JGP Wealth Management, LLC

> JGP Wealth Management, LLC is an SEC-registered investment advisory firm in Bend, OR, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 290694
- Filed as: JGP WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290694
- AdvisorCensus page: https://advisorcensus.com/firm/jgp-wealth-management-llc-bend-or-290694

## Quick answers

**How is JGP Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JGP Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is JGP Wealth Management, LLC located?**
JGP Wealth Management, LLC's principal office is in Bend, OR, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is JGP Wealth Management, LLC registered with the SEC or a state?**
JGP Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290694.

**How much does JGP Wealth Management, LLC manage?**
JGP Wealth Management, LLC reports $1,431,772,908 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**How have JGP Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for JGP Wealth Management, LLC: Regulatory assets under management: $861,424,440 in the October 2021 data and $1,431,772,908 in the October 2026 data, up 66%. Total employees: 12 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JGP Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (392); high net worth individuals (379); corporations or other businesses not listed above (32).

**Which custodians does JGP Wealth Management, LLC use?**
JGP Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does JGP Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290694

**What changed in JGP Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,206,737,488 to $1,431,772,908 (+19%). Registered or notice-filed in NV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,431,772,908
- Discretionary: $1,431,772,908
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 392 | $184,491,365 |
| High net worth individuals | 379 | $1,157,919,522 |
| Charitable organizations | Fewer than 5 | $3,300,122 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $5,356,944 |
| Corporations or other businesses not listed above | 32 | $80,704,955 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 23 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, IL, NV, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- jgpwealth.com
- LinkedIn @JGPWEALTH
- YouTube @UCitNMSjt90YWHmtGWgUGONA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $861,424,440 | 12 | August 9, 2021 |
| October 2022 | $979,379,206 | 12 | September 9, 2022 |
| October 2023 | $888,913,792 | 19 | September 11, 2023 |
| October 2024 | $1,078,423,597 | 18 | June 14, 2024 |
| October 2025 | $1,206,737,488 | 23 | July 26, 2025 |
| October 2026 | $1,431,772,908 | 23 | February 3, 2026 |

Regulatory assets under management: $861,424,440 in the October 2021 data and $1,431,772,908 in the October 2026 data, up 66%.
Total employees: 12 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,206,737,488 to $1,431,772,908 (+19%).
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JGP Wealth Management, LLC (CRD 290694): Form ADV filing data as of October 2026.