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Jgp Wealth Management, LLC

● SEC registered since 2018CRD 290694SEC# 801-112288Bend, OR
Export (members)
Reg. AUM
$1.21B
Employees
23
Accounts
2,950
Location
Bend, OR

Jgp Wealth Management, LLC assets under management

Jgp Wealth Management, LLC operates as an SEC-registered investment adviser based in Bend, OR. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 23 people.
www.youtube.com/channel/ucitnmsjt90ywhmtgwgugona/aboutView on SEC.gov ↗

Jgp Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Jeff Paustian ControlManaging Member50-75%2018
Kevin Douglas Sanger ControlManaging Member & Chief Compliance Officer25-50%2018

Frequently asked questions

How much does Jgp Wealth Management, LLC manage?

Jgp Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Jgp Wealth Management, LLC have?

Jgp Wealth Management, LLC reports 23 employees.

Where is Jgp Wealth Management, LLC located?

Jgp Wealth Management, LLC is based in Bend, OR and has been SEC-registered since 2018.

Does Jgp Wealth Management, LLC disclose fund performance?

Jgp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2838 NW Crossing Drive, Suite 212, Bend, OR 97703
Phone503-446-6450
Office hours6a.m.-4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1748278
Discloses disciplinary historyNo

Assets under management

Discretionary$1.21B
Non-discretionary$0
Total (RAUM)$1.21B