RIA Intel›Advisers›California›JG WEALTH MANAGEMENT, LLC

JG WEALTH MANAGEMENT, LLC

Advisory

ALISO VIEJO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#5,202
of 5,480 advisers by AUM
Average account
$29K
across 56 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
21
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, DC, MD, TX, VA, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CONTRERAS FINANCIAL, INC.
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NEEDELMAN ASSET MANAGEMENT INC
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$2M
-98.5% 1Y
BARLOW, PAUL DAVID
LAGUNA HILLS, CA
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COBB, ROBERT DOUGLAS
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$2M

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