Jamison Private Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Milton, GA. Its latest Form ADV filing, dated February 16, 2026, reports $1.1B in regulatory assets under management, 5 employees, and 1,358 accounts.
Assets Under Management
$1.1B
Employees
5
Offices
--
Total Clients
534
Primary office
MILTON, GA
12630 CRABAPPLE ROAD, SUITE 300, MILTON, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.4% of total clients.
Top client categories% of clientsClients
1
Individuals
53.4%
285
2
HNWI
35.0%
187
3
Pension Plans
4.9%
26
4
Corporations
3.4%
18
5
Charitable
3.2%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 16, 2026
Discretionary94.7%
$997M
95% of total RAUM94.7%
Non-discretionary5.3%
$55M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,358
10Y AUM Change+$798M (+313.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee107:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.