← Back to searchVisit website
JG WEALTH MANAGEMENT, LLC
CRD 286651
15 ENTERPRISE, SUITE 250, ALISO VIEJO, CA, 92656-2652, United States
Phone
(213) 320-1456
Fax
(253) 426-3361
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD