JFG WEALTH MANAGEMENT, LLC
CRD #285023 SEC #801-108299 DENVER, CO 720-778-4467
SEC Registered
Total AUM
$1.2B
Discretionary
$684.1M
Employees
47
Clients
101
Accounts
754
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.2B | $684.1M | $478.4M | 47 | 1 |
| Aug 2025 | $1.2B | $684.1M | $478.4M | 47 | 1 |
| Aug 2025 | $1.2B | $684.1M | $478.4M | 47 | 1 |
| Jul 2025 | $1.2B | $684.1M | $478.4M | 47 | 1 |
| Mar 2025 | $1.2B | $684.1M | $478.4M | 47 | 1 |
| Dec 2024 | $901M | $464.3M | $436.7M | 39 | 0 |
| Mar 2024 | $901M | $464.3M | $436.7M | 39 | 0 |
| Oct 2023 | $648.3M | $584M | $64.3M | 35 | 0 |
| Jul 2023 | $648.3M | $584M | $64.3M | 35 | 0 |
| Apr 2023 | $648.3M | $584M | $64.3M | 35 | 0 |
| Apr 2023 | $648.3M | $584M | $64.3M | 35 | 0 |
| Apr 2023 | $648.3M | $584M | $64.3M | 35 | 0 |
| Mar 2023 | $648.3M | $584M | $64.3M | 35 | 0 |
| Jan 2023 | $586.6M | $572.8M | $13.9M | 35 | 0 |
| Jul 2022 | $586.6M | $572.8M | $13.9M | 35 | 0 |
| Mar 2022 | $586.6M | $572.8M | $13.9M | 35 | 0 |
| Oct 2021 | $308.2M | $306.8M | $1.4M | 28 | 0 |
| Sep 2021 | $308.2M | $306.8M | $1.4M | 28 | 0 |
| Apr 2021 | $308.2M | $306.8M | $1.4M | 28 | 0 |
| Mar 2021 | $308.2M | $306.8M | $1.4M | 28 | 0 |
| Jun 2020 | $213.3M | $208.8M | $4.5M | 27 | 0 |
| Mar 2020 | $213.3M | $208.8M | $4.5M | 27 | 0 |
| Nov 2019 | $163.9M | $101.6M | $62.3M | 24 | 0 |
| Nov 2019 | $163.9M | $101.6M | $62.3M | 24 | 0 |
| Aug 2019 | $163.9M | $101.6M | $62.3M | 24 | 0 |
| Mar 2019 | $163.9M | $101.6M | $62.3M | 24 | 0 |
| Jan 2019 | $37.4M | $34.7M | $2.7M | 15 | 0 |
| Jan 2019 | $37.4M | $34.7M | $2.7M | 15 | 0 |
| Sep 2018 | $37.4M | $34.7M | $2.7M | 15 | 0 |
| Apr 2018 | $37.4M | $34.7M | $2.7M | 15 | 0 |
| Mar 2018 | $37.4M | $34.7M | $2.7M | 15 | 0 |
| Jul 2017 | $1.5M | $1.5M | $0 | 10 | 1 |
| May 2017 | $1.5M | $1.5M | $0 | 10 | 1 |
| Mar 2017 | $1.5M | $1.5M | $0 | 10 | 1 |
| Nov 2016 | $0 | $0 | $0 | 6 | 0 |
| Aug 2016 | $0 | $0 | $0 | 6 | 0 |
DateAug 2025
Total AUM$1.2B
Discretionary$684.1M
Non-Disc.$478.4M
Employees47
Clients1
DateAug 2025
Total AUM$1.2B
Discretionary$684.1M
Non-Disc.$478.4M
Employees47
Clients1
DateAug 2025
Total AUM$1.2B
Discretionary$684.1M
Non-Disc.$478.4M
Employees47
Clients1
DateJul 2025
Total AUM$1.2B
Discretionary$684.1M
Non-Disc.$478.4M
Employees47
Clients1
DateMar 2025
Total AUM$1.2B
Discretionary$684.1M
Non-Disc.$478.4M
Employees47
Clients1
DateDec 2024
Total AUM$901M
Discretionary$464.3M
Non-Disc.$436.7M
Employees39
Clients0
DateMar 2024
Total AUM$901M
Discretionary$464.3M
Non-Disc.$436.7M
Employees39
Clients0
DateOct 2023
Total AUM$648.3M
Discretionary$584M
Non-Disc.$64.3M
Employees35
Clients0
DateJul 2023
Total AUM$648.3M
Discretionary$584M
Non-Disc.$64.3M
Employees35
Clients0
DateApr 2023
Total AUM$648.3M
Discretionary$584M
Non-Disc.$64.3M
Employees35
Clients0
DateApr 2023
Total AUM$648.3M
Discretionary$584M
Non-Disc.$64.3M
Employees35
Clients0
DateApr 2023
Total AUM$648.3M
Discretionary$584M
Non-Disc.$64.3M
Employees35
Clients0
DateMar 2023
Total AUM$648.3M
Discretionary$584M
Non-Disc.$64.3M
Employees35
Clients0
DateJan 2023
Total AUM$586.6M
Discretionary$572.8M
Non-Disc.$13.9M
Employees35
Clients0
DateJul 2022
Total AUM$586.6M
Discretionary$572.8M
Non-Disc.$13.9M
Employees35
Clients0
DateMar 2022
Total AUM$586.6M
Discretionary$572.8M
Non-Disc.$13.9M
Employees35
Clients0
DateOct 2021
Total AUM$308.2M
Discretionary$306.8M
Non-Disc.$1.4M
Employees28
Clients0
DateSep 2021
Total AUM$308.2M
Discretionary$306.8M
Non-Disc.$1.4M
Employees28
Clients0
DateApr 2021
Total AUM$308.2M
Discretionary$306.8M
Non-Disc.$1.4M
Employees28
Clients0
DateMar 2021
Total AUM$308.2M
Discretionary$306.8M
Non-Disc.$1.4M
Employees28
Clients0
DateJun 2020
Total AUM$213.3M
Discretionary$208.8M
Non-Disc.$4.5M
Employees27
Clients0
DateMar 2020
Total AUM$213.3M
Discretionary$208.8M
Non-Disc.$4.5M
Employees27
Clients0
DateNov 2019
Total AUM$163.9M
Discretionary$101.6M
Non-Disc.$62.3M
Employees24
Clients0
DateNov 2019
Total AUM$163.9M
Discretionary$101.6M
Non-Disc.$62.3M
Employees24
Clients0
DateAug 2019
Total AUM$163.9M
Discretionary$101.6M
Non-Disc.$62.3M
Employees24
Clients0
DateMar 2019
Total AUM$163.9M
Discretionary$101.6M
Non-Disc.$62.3M
Employees24
Clients0
DateJan 2019
Total AUM$37.4M
Discretionary$34.7M
Non-Disc.$2.7M
Employees15
Clients0
DateJan 2019
Total AUM$37.4M
Discretionary$34.7M
Non-Disc.$2.7M
Employees15
Clients0
DateSep 2018
Total AUM$37.4M
Discretionary$34.7M
Non-Disc.$2.7M
Employees15
Clients0
DateApr 2018
Total AUM$37.4M
Discretionary$34.7M
Non-Disc.$2.7M
Employees15
Clients0
DateMar 2018
Total AUM$37.4M
Discretionary$34.7M
Non-Disc.$2.7M
Employees15
Clients0
DateJul 2017
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees10
Clients1
DateMay 2017
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2017
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees10
Clients1
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0