FPG Wealth
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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
Expertise
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.
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
First Principles Group · Fpg Investments, LLC · Fpg Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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