JG WEALTH MANAGEMENT, LLC

Overview

JG Wealth Management, LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients with financial planning and portfolio management services for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and operates with a primarily discretionary mandate: its reported discretionary assets match its total assets, indicating it typically manages client accounts on an ongoing basis. Investment practice centers on public funds and mutual funds as the core building blocks of client portfolios, supplemented by access to third‑party alternative managers for venture capital, real estate and REIT exposures. The firm is not positioned as a capital allocator; instead it uses outside fund managers to provide alternative exposures alongside more traditional mutual fund sleeves. JG Wealth Management does not identify as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices