# JPG Wealth Management

> JPG Wealth Management is a state-registered investment advisory firm in Marietta, GA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 174818
- Filed as: JPG WEALTH MANAGEMENT
- Legal name: JPG Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174818
- AdvisorCensus page: https://advisorcensus.com/firm/jpg-wealth-management-marietta-ga-174818

## Quick answers

**How is JPG Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), JPG Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JPG Wealth Management located?**
JPG Wealth Management's principal office is in Marietta, GA, according to its Form ADV.

**Is JPG Wealth Management registered with the SEC or a state?**
JPG Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174818.

**How much does JPG Wealth Management manage?**
JPG Wealth Management reports $8,300,000 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (98% discretionary).

**What types of clients does JPG Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); other (1).

**Does JPG Wealth Management 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/174818

**What changed in JPG Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $7,200,000 to $8,300,000 (+15%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,300,000
- Discretionary: $8,150,000
- Non-discretionary: $150,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $8,150,000 |
| Other | 1 | $150,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jpgwealthadvisor.com](https://jpgwealthadvisor.com)
- Instagram @JPGWEALTHMANAGEMENT
- X @JPG_WM

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $7,200,000 to $8,300,000 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JPG Wealth Management (CRD 174818): Form ADV filing data as of October 2026.