Wealth manager, independent · Bend, OR
JGP Wealth Management, LLC
SEC-registered investment adviser · CRD 290694 · SEC 801-112288
At a glance
JGP Wealth Management, LLC is an SEC-registered investment adviser based in Bend, Oregon, with $1.4B in regulatory assets under management as of its Form ADV filed February 3, 2026. It reports 771 individual clients, 379 of them high-net-worth, holding an average of about $1.7 million each, and 23 employees. That ranks it 769th among the nation’s 5,657 independent wealth management RIAs and 11th of 101 in Oregon. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 503-446-6450jgpwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #769 of 5,657
- Rank among all SEC RIAs
- #4,383 of 17,210
- Rank in Oregon
- #11 of 101
- Individual clients
- 771
- High-net-worth clients
- 379
- Accounts
- 3,335
- Discretionary
- 100% of AUM
- Employees
- 23
- Advisory staff
- 13
- Offices
- 2
Owners and executives on its Form ADV
- David J. PaustianManaging Member
- Kevin D. SangerManaging Member & Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
JGP Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 379 | $1.2B | 81% |
| Individuals | 392 | $184M | 13% |
| Corporations or other businesses | 32 | $81M | 6% |
| State or municipal government entities | – | $5M | <1% |
| Charitable organizations | – | $3M | <1% |
Disciplinary disclosures
JGP Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗jgpwealth.com ↗
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The full record on JGP Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,617 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Oregon
All of Oregon →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sapient Private Wealth Management, LLCEugene | $1.7B | 609 |
| Cutler Investment GroupJacksonville | $1.5B | 949 |
| Aerodigm Wealth LLCLake Oswego | $1.5B | 212 |
| True Private Wealth Advisors, LLCSalem | $1.4B | 1,576 |
| Vision Capital Management IncPortland | $1.2B | 1,755 |
| Cedar Mountain Advisors, LLCLake Oswego | $1.2B | 832 |
Background
Questions
How much does JGP Wealth Management, LLC manage?
JGP Wealth Management, LLC reports $1.4B in regulatory assets under management across 3,335 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 3, 2026.
How many clients does JGP Wealth Management, LLC have?
It reports 771 individual clients: 379 high-net-worth individuals and 392 other individuals. Individuals account for about 94% of its regulatory assets.
Where is JGP Wealth Management, LLC headquartered?
Its main office is in Bend, Oregon. It reports 2 offices in total and 23 employees, 13 of whom perform investment advisory functions.
How does JGP Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does JGP Wealth Management, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 3, 2026, it reports these amounts held: Fidelity ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is JGP Wealth Management, LLC a hybrid RIA with a broker-dealer?
JGP Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is JGP Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, JGP Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is JGP Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →