JPG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,150,000
Clients
32
Advisors
1
of 1 employees
About
JPG Wealth Management is a small independent registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan sponsor services to individuals, high-net-worth clients, and qualified plans. The firm reports roughly $8.1–8.3 million in assets under management across about 32 client accounts and serves plan sponsors with both non‑discretionary (3(21)) and discretionary (3(38)) arrangements.
The firm builds tailored portfolios after in-depth client interviews and uses a mix of fundamental and technical analysis, ongoing supervision, and periodic rebalancing to align with stated objectives and risk tolerances. For plan clients, JPG provides investment policy statement templates, quarterly quantitative and qualitative reviews of plan investment menus, and can perform overlay management of third‑party strategist models when elected.
What is distinctive for a firm of this size is that the firm’s managing member also practices law and operates affiliated legal entities that provide estate‑planning services, a relationship the brochure discloses as a potential conflict of interest. The combination of solo‑practitioner scale with ERISA 3(38) discretionary plan‑management capabilities and active oversight of third‑party strategist models is less common among similar independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees 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% Over $2,000,000+: 0.6%
$250/hour for financial planning fee-only services
Fee-only: Financial planning fees: $1,000 to $15,000 per engagement (fixed flat fee) or $250/hour (hourly fee)
Main office
Atlanta St. SE, Suite 409
Marietta GA 30060
Advisors at this office
1
Most active in
Alabama · Georgia
Also doing business as
Jpg Wealth Management · Jpg Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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