JGP WEALTH MANAGEMENT, LLC
C25
CRD 290694·SEC 801-112288·BEND, OR
AUM
$1.43B
$1B+
Est. Revenue
$14.3M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $593.1M
'21 · $628.4M
'22 · $979.4M
'23 · $979.4M
'25 · $1.21B
'26 · $1.43B
'20'26
$593.1M → $1.43B▲ +141%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 13 advisors
'26 · 13 advisors
'20'26
7 advisors → 13 advisors▲ +86%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2838 NW CROSSING DRIVESUITE 213BEND, OR 97703
Business
2838 NW CROSSING DRIVESUITE 213BEND, OR 97703
Edgar Recent Filings
13F-HR2026-04-08 · 0001748278-26-000003
13F-HR2026-01-12 · 0001748278-26-000002