Jamison Private Wealth Management, Inc.
● SEC registered since 2000CRD 109040SEC# 801-57167Milton, GA
Reg. AUM
$1.05B
Employees
5
Accounts
1,358
Location
Milton, GA
Jamison Private Wealth Management, Inc. assets under management
Jamison Private Wealth Management, Inc. is an SEC-registered investment adviser based in Milton, GA. The firm has been registered since 2000. It reports $1.1 billion in regulatory assets under management and employs 5 people.
Jamison Private Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Oscar Joe Spain Control | Chief Compliance Officer | Under 5% | 2004 |
| Robert Peyton Jamison Control | Principal | Under 5% | 1988 |
| Robert Peyton Jamison Control | President | Over 75% | 2006 |
Frequently asked questions
How much does Jamison Private Wealth Management, Inc. manage?
Jamison Private Wealth Management, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Jamison Private Wealth Management, Inc. have?
Jamison Private Wealth Management, Inc. reports 5 employees.
Where is Jamison Private Wealth Management, Inc. located?
Jamison Private Wealth Management, Inc. is based in Milton, GA and has been SEC-registered since 2000.
Does Jamison Private Wealth Management, Inc. disclose fund performance?
Jamison Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12630 Crabapple Road, Suite 300, Milton, GA 30004 |
| Phone | 678-323-3454 |
| Fax | 678-323-3455 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $997.1MNon-discretionary $55.5M