# JPG Wealth Management, LLC

JPG Wealth Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 174818
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174818

## About

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.

## 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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- [Krozel Capital Management](https://altss.com/profile/krozel-capital-management-llc)
- [BARTH CAPITAL LLC](https://altss.com/profile/barth-capital-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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