SEC Form ADV · CIK 1748278

JGP WEALTH MANAGEMENT, LLC

Firm profile: JGP Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR
$1.4B
Assets Under Management
3,335
Total Clients
23
Employees
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Registration Details

CIK
1748278
Accession
CRD-290694
Location
BEND, OR
Filing Date
February 3, 2026
AUM
$1.4B
Total Clients
3,335
Employees
23
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

JGP WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in BEND, OR, managing approximately $1.4B in assets across 3,335 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.