Jgp Wealth Management, LLC
● SEC registered since 2018CRD 290694SEC# 801-112288Bend, OR
Reg. AUM
$1.43B
Employees
23
Accounts
3,335
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 $1.4 billion in regulatory assets under management and employs 23 people.
Jgp Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jeff Paustian Control | Managing Member | 50-75% | 2018 |
| Kevin Douglas Sanger Control | Managing Member & Chief Compliance Officer | 25-50% | 2018 |
Frequently asked questions
How much does Jgp Wealth Management, LLC manage?
Jgp Wealth Management, LLC reports $1.4 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
| Address | 2838 NW Crossing Drive, Suite 212, Bend, OR 97703 |
| Phone | 503-446-6450 |
| Office hours | 6a.m.-4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1748278 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.43B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $1.43B