JGP Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
JGP Wealth Management reports 803 clients. They include 392 individual clients, 379 high-net-worth individuals, and 32 corporations and other businesses. Of its assets, 100.0% ($1.43B across 3,335 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 13% |
| High-net-worth individuals | 47% | 81% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | <1% |
| Corporations and other businesses | 4% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 392 | $184M | 12.9% | $471K |
| High-net-worth individuals | 379 | $1.16B | 80.9% | $3.06M |
| Charitable organizations | Fewer than 5 | $3.3M | 0.2% | — |
| State or municipal government entities | Fewer than 5 | $5.36M | 0.4% | — |
| Corporations and other businesses | 32 | $80.7M | 5.6% | $2.52M |
| Total | 803 | $1.43B | 100% | — |
- Clients
- 392
- Regulatory AUM
- $184M
- AUM share
- 12.9%
- Avg. per client
- $471K
- Clients
- 379
- Regulatory AUM
- $1.16B
- AUM share
- 80.9%
- Avg. per client
- $3.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.3M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.36M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 32
- Regulatory AUM
- $80.7M
- AUM share
- 5.6%
- Avg. per client
- $2.52M
Total
- Clients
- 803
- Regulatory AUM
- $1.43B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
JGP Wealth Management charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Billed hourly, at most $350 an hour, or as a flat fee of up to $50,000 depending on scope.
David Paustian owns 50% to 75% of JGP Wealth Management. The leadership team of JGP Wealth Management includes Chief Compliance Officer Kevin Sanger. It has 23 employees, 13 of them in advisory roles.
Leadership
- Kevin SangerManaging Member & Chief Compliance Officer
- David PaustianManaging Member
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Michelle Benedict
- Andrew James Bennison
- Kendra Elizabeth Biller
- William Estep Carmichael
- Ryan Joseph Coffee
- Rowan A Colby
- Sarinah Alyce-Pool Gigliotti
- Joseph Perkins Gross
- Christopher Todd Jones JR.
- Shannon Crowder Jones
- Katelyn M Kalomiris
- Catherine Jetta Miller
- David Jeff Paustian
- William Paustian
- Katia Nicole Prochovnic
- Kevin Douglas Sanger
- Chelsea Renae Tilly
- Jefferson Wayne Withnell
Staff
- 23 employees
- 13 in advisory functions
- 17 state-registered reps
- Owns 50% to 75% of JGP Wealth Management, LLC
David Paustian
Control person · since January 2018
- Owns 25% to 50% of JGP Wealth Management, LLC
Kevin Sanger
Control person · since January 2018
JGP Wealth Management’s regulatory assets grew 1.9× from $747M (March 2021) to $1.43B (February 2026); clients rose from 490 to 803 and employees from 12 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.43B | 803 | 23 | 2 |
| July 2025 | $1.21B | 745 | 23 | 2 |
| June 2024 | $1.08B | 673 | 18 | 2 |
| March 2023 | $889M | 610 | 19 | 2 |
| July 2022 | $979M | 545 | 12 | 2 |
| March 2021 | $747M | 490 | 12 | 1 |
Besides its headquarters, JGP Wealth Management has 1 office, with 2 listed addresses in Oregon.
Oregon · 2 listed addresses
- 2838 NW Crossing Drive, Suite 212, BendHQ
- 1140 SW Washington Street, Portland
Contact and registration details
- Legal name
- JGP Wealth Management, LLC
- Headquarters
- 2838 NW Crossing Drive, Suite 212, Bend, OR 97703
- Website
- jgpwealth.com
- Phone
- 503-446-6450
- @jgpwealth
- SEC file
- 801-112288
- Founded
- 2017
- Structure
- Delaware LLC
- Fiscal year end
- December
JGP Wealth Management uses Fidelity ($1.38B) as custodian for its separately managed accounts. JGP Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.38B100%
At year end, JGP Wealth Management’s separately managed accounts were largely in stocks (48%) and funds (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.11B across 231 positions; the largest are iShares TR (14.4%), KLA Corp. (9.4%) and Apple Inc. (6.0%).
What the accounts hold
- Stocks48%
- Funds39%
- Bonds7%
- State and local bonds4%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $1.11B
- Reported 13F value
- 231
- Positions
- 51.1%
- In the 10 largest
- +15.9%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF14.4%
- KLA Corp.9.4%
- Apple Inc.6.0%
- iShares TR · Core Div Grwth5.1%
- iShares TR · Core S&P Ttl Stk4.5%
- Microsoft Corp.2.9%
- Analog Devices Inc.2.7%
- JPMORGAN Chase & CO2.4%
- PNC Finl Svcs Group Inc.1.9%
- WW Grainger Inc.1.7%
Together, the ten largest are 51.1% of reported value.
How many clients does JGP Wealth Management have?
JGP Wealth Management has 803 clients and manages $1.43 billion for them, as of February 2026. They include 392 individual clients, 379 high-net-worth individuals, and 32 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does JGP Wealth Management offer?
JGP Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does JGP Wealth Management charge?
JGP Wealth Management charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 3 February 2026
Which custodians does JGP Wealth Management use?
JGP Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.38B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026
How many financial advisors does JGP Wealth Management have?
JGP Wealth Management has 17 investment adviser representatives registered with state securities authorities, out of 23 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JGP Wealth Management invest in?
At the end of its last fiscal year, JGP Wealth Management’s separately managed accounts held 48% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% state and local bonds, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JGP Wealth Management?
JGP Wealth Management’s direct owners are David Paustian (50% to 75%) and Kevin Sanger (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does JGP Wealth Management get paid?
JGP Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JGP Wealth Management?
JGP Wealth Management’s main office is at 2838 NW Crossing Drive, Suite 212, Bend, OR 97703. Its phone number is 503-446-6450. Its website is jgpwealth.com.