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JPG Wealth Management, LLC
JPG WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MARIETTA, GA. The firm manages $7 million in regulatory assets under management, $7...
Overview
JPG WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MARIETTA, GA. The firm manages $7 million in regulatory assets under management, $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the AUM of JPG Wealth Management?
The AUM is undisclosed in public sources. Smaller RIAs often do not publicize their assets under management.
How does JPG Wealth Management source investments?
Without disclosed strategy details, sourcing is assumed to follow a traditional RIA model — using mutual funds, ETFs, and separately managed accounts from external asset managers.
What is known about JPG Wealth Management's geography?
The firm is based in the United States, but no city or state is confirmed from public records.
Does JPG Wealth Management have a succession plan?
No public information exists on the firm's succession or governance structure. As a small RIA, this is often addressed internally.
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