RIA Intel›Advisers›North Carolina›JPFG WEALTH MANAGEMENT, L.L.C.

JPFG WEALTH MANAGEMENT, L.L.C.

Advisory

CHARLOTTE, NC

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$91K

across 209 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

153 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

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

MICHELANGELO PARTNERS, LLC

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FRAZIER CAPITAL MANAGEMENT LLC

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$19M

0.0% 1Y

FRYAR FINANCIAL, LLC

DURHAM, NC

$19M

3A FINANCIAL GROUP, LLC

$19M

CARRINGTON FINANCIAL PLANNING, LLC

$20M

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