FPG Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,162,465
Clients
9
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$2,795,829
About
FPG Wealth is a registered investment adviser formed in 2023 that provides discretionary asset management and comprehensive portfolio management to a small client base, with an emphasis on high‑net‑worth individuals. The firm offers tailored portfolios comprised of stocks, bonds, ETFs, options, mutual funds and private or alternative securities, and also facilitates referrals to third‑party money managers.
The firm describes a multi‑method investment approach that blends fundamental, quantitative, technical and sector analysis and may employ strategies ranging from asset allocation and fixed income to options, short sales and alternative investments. It uses sub‑advisory relationships and conducts due diligence and ongoing reviews of third‑party managers as part of portfolio implementation and monitoring.
A representative of the firm is disclosed as an owner of First Principles Group Management, LLC, a private equity firm, and the brochure highlights the adviser’s use of sub‑advisory affiliations—an arrangement that is less common for one‑advisor independent firms. The combination of a very small practice (one advisor, nine clients) with a broad menu of strategies and active use of external managers and private investment affiliations is a distinguishing feature relative to many solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Active portfolio management
Fee options
up to 1.80% annually
Performance-based fees are charged in accordance with Item 6 of the Brochure, but no specific amounts or percentages are disclosed.
Most active in
FPG Wealth has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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