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JG Wealth Management
JG Wealth Management, LLC is a state-registered investment adviser in Aliso Viejo, CA. The firm manages approximately $2 million in regulatory assets.
Overview
JG Wealth Management, LLC is a state-registered investment adviser in Aliso Viejo, CA. The firm manages approximately $2 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at JG Wealth Management?
The firm does not publicly name its investment committee or lead portfolio managers. As a private RIA, it is not required to disclose individual decision-makers beyond its registered principals with the SEC.
Which sectors does JG Wealth Management explicitly avoid?
No sector exclusions have been disclosed by the firm. Investment restrictions, if any, remain private to the firm's client families.
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