# JG Wealth Management

JG Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 286651
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286651

## About

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.

## 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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Last updated: 2026-07-06T01:24:19.133Z

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