JPG Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,100,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
0% 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
32
TypicalAverage account size
$221,875
About
The firm provides discretionary portfolio management and goal‑based financial planning to individual clients, including high‑net‑worth individuals, and also offers retirement plan sponsor services for a range of qualified plans (401(k), 403(b), 457, profit sharing and defined benefit plans). Services include tailored portfolio construction, ongoing supervision and rebalancing, and financial planning work that can address cash flow, tax, insurance and estate‑planning considerations.
The firm employs both fundamental and technical analysis to set asset allocations and manage separate accounts, working under discretionary authority subject to any client‑imposed guidelines. For plan sponsors it offers both non‑discretionary 3(21) advice and discretionary 3(38) fiduciary services, custom asset allocation, and overlay management of third‑party strategist models, and notes Vanguard/Ascensus as a preferred custodian for qualified retirement plans.
What is distinctive in the brochure is that the firm’s managing member is an attorney and operates an affiliated law practice that provides estate‑planning legal services, a dual legal/financial advisory role the materials identify as part of the firm’s service mix. The brochure also discloses that the firm conducts educational seminars and workshops for prospective clients and plan sponsors, an offering called out in addition to its investment‑management activities.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
401(k) plan consulting services
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Attorney
Fee options
Financial Planning fixed flat fee ranging from $1,000 to $15,000 per engagement
$0 - $499,999: 1.0% $500,000 - $999,999: 0.9% $1,000,000 - $1,499,999: 0.8% $1,500,000 - $2,000,000: 0.7% $2,000,000+: 0.6%
$250 per hour for financial planning (fee-only option)
Fee-only: Financial Planning: $250/hour or fixed flat fee $1,000 - $15,000 per engagement
Main office location
JPG Wealth Management, LLC
Atlanta St. Se, Suite 409
Marietta GA 30060, United States
Number of offices
2
Most active in
JPG Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Georgia
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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