JGP WEALTH MANAGEMENT, LLC
CRD #290694 SEC #801-112288 BEND, OR 503-446-6450
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
23
Clients
0
Accounts
2,950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.2B | $1.2B | $0 | 23 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 23 | 0 |
| Jun 2024 | $1.1B | $1.1B | $0 | 18 | 0 |
| May 2024 | $1.1B | $1.1B | $0 | 18 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 18 | 0 |
| Sep 2023 | $888.9M | $888.9M | $0 | 19 | 0 |
| Mar 2023 | $888.9M | $888.9M | $0 | 19 | 0 |
| Sep 2022 | $979.4M | $979.4M | $0 | 12 | 0 |
| Jul 2022 | $979.4M | $979.4M | $0 | 12 | 0 |
| Apr 2022 | $979.4M | $979.4M | $0 | 12 | 0 |
| Jan 2022 | $979.4M | $979.4M | $0 | 12 | 0 |
| Jan 2022 | $979.4M | $979.4M | $0 | 12 | 0 |
| Aug 2021 | $861.4M | $861.4M | $0 | 12 | 0 |
| Mar 2021 | $747M | $747M | $0 | 12 | 0 |
| Feb 2021 | $747M | $747M | $0 | 12 | 0 |
| Jun 2020 | $628.4M | $628.4M | $0 | 12 | 0 |
| May 2020 | $628.4M | $628.4M | $0 | 12 | 0 |
| Feb 2020 | $628.4M | $628.4M | $0 | 12 | 0 |
| Nov 2019 | $593.1M | $593.1M | $0 | 11 | 0 |
| Jul 2019 | $511.8M | $511.8M | $0 | 11 | 0 |
| Apr 2019 | $462.7M | $444.1M | $18.7M | 11 | 0 |
| Mar 2019 | $462.7M | $444.1M | $18.7M | 11 | 0 |
| Oct 2018 | $430M | $412M | $18M | 3 | 0 |
| Mar 2018 | $430M | $412M | $18M | 3 | 0 |
| Mar 2018 | $430M | $412M | $18M | 3 | 0 |
| Jan 2018 | $0 | $0 | $0 | 3 | 0 |
| Jan 2018 | $0 | $0 | $0 | 3 | 0 |
| Jan 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees23
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees23
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateSep 2023
Total AUM$888.9M
Discretionary$888.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$888.9M
Discretionary$888.9M
Non-Disc.$0
Employees19
Clients0
DateSep 2022
Total AUM$979.4M
Discretionary$979.4M
Non-Disc.$0
Employees12
Clients0
DateJul 2022
Total AUM$979.4M
Discretionary$979.4M
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$979.4M
Discretionary$979.4M
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$979.4M
Discretionary$979.4M
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$979.4M
Discretionary$979.4M
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$861.4M
Discretionary$861.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$747M
Discretionary$747M
Non-Disc.$0
Employees12
Clients0
DateFeb 2021
Total AUM$747M
Discretionary$747M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$628.4M
Discretionary$628.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$628.4M
Discretionary$628.4M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$628.4M
Discretionary$628.4M
Non-Disc.$0
Employees12
Clients0
DateNov 2019
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees11
Clients0
DateJul 2019
Total AUM$511.8M
Discretionary$511.8M
Non-Disc.$0
Employees11
Clients0
DateApr 2019
Total AUM$462.7M
Discretionary$444.1M
Non-Disc.$18.7M
Employees11
Clients0
DateMar 2019
Total AUM$462.7M
Discretionary$444.1M
Non-Disc.$18.7M
Employees11
Clients0
DateOct 2018
Total AUM$430M
Discretionary$412M
Non-Disc.$18M
Employees3
Clients0
DateMar 2018
Total AUM$430M
Discretionary$412M
Non-Disc.$18M
Employees3
Clients0
DateMar 2018
Total AUM$430M
Discretionary$412M
Non-Disc.$18M
Employees3
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0