Jgc Tax & Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, OR. Its latest Form ADV filing, dated March 17, 2026, reports $132M in regulatory assets under management, 3 employees, and 495 accounts.
Assets Under Management
$132M
Employees
3
Offices
--
Total Clients
202
Primary office
SALEM, OR
250 CHURCH STREET SE, STE 100, SALEM, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.8% of total clients.
Top client categories% of clientsClients
1
Individuals
72.8%
147
2
HNWI
16.8%
34
3
Pension Plans
10.4%
21
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 17, 2026
Discretionary82.6%
$109M
83% of total RAUM82.6%
Non-discretionary17.4%
$23M
17% of total RAUM17.4%
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.
Total AUM$132M
Total Accounts495
10Y AUM Change+$22M (+20.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee67:1
10Y Employee Change0 (0.0%)
* 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.