Jgp Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bend, OR. Its latest Form ADV filing, dated February 3, 2026, reports $1.4B in regulatory assets under management, 23 employees, 1 office, and 3,335 accounts.
Assets Under Management
$1.4B
Employees
23
Offices
1 office
Total Clients
803
Primary office
BEND, OR
2838 NW CROSSING DRIVE, SUITE 212, BEND, 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 48.8% of total clients.
Top client categories% of clientsClients
1
Individuals
48.8%
392
2
HNWI
47.2%
379
3
Corporations
4.0%
32
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of February 3, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts3,335
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee35:1
10Y Employee Change+20 (+666.7%)
* 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.