RIA Intel›Advisers›Georgia›JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Advisory

N·MILTON, GA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
+19.9%
3-Year CAGR
+15.1%
Employees
4
Assets Under Management
Total AUM$1.1B
Discretionary AUM$997M
Non-Discretionary AUM$55M
Discretionary %94.7%
Total Clients422
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record44
First FilingMar 27, 2001
Latest FilingFeb 16, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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