Jgp Wealth Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 803
- Avg AUM / client
- $1.8M
- Accounts
- 3,335
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Investments (13F portfolio — 231 positions, $1,114,636,116)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $160,362,176 | 214,133 | 14.4% | 11.2% |
| 2 | Kla Corp | COM NEW | $104,631,806 | 346,796 | 9.39% | 7.31% |
| 3 | Apple Inc | COM | $67,368,212 | 232,818 | 6.04% | 4.71% |
| 4 | Ishares Tr | CORE DIV GRWTH | $57,043,450 | 752,651 | 5.12% | 3.98% |
| 5 | Ishares Tr | CORE S&P TTL STK | $50,365,514 | 306,602 | 4.52% | 3.52% |
| 6 | Microsoft Corp | COM | $32,568,086 | 87,309 | 2.92% | 2.27% |
| 7 | Analog Devices Inc | COM | $29,969,593 | 75,458 | 2.69% | 2.09% |
| 8 | Jpmorgan Chase & Co | COM | $26,622,084 | 81,331 | 2.39% | 1.86% |
| 9 | Pnc Finl Svcs Group Inc | COM | $20,822,245 | 84,568 | 1.87% | 1.45% |
| 10 | Ww Grainger Inc | COM | $19,311,123 | 14,195 | 1.73% | 1.35% |
| 11 | Comfort Sys Usa Inc | COM | $18,831,855 | 9,502 | 1.69% | 1.32% |
| 12 | Amgen Inc | COM | $15,668,300 | 43,268 | 1.41% | 1.09% |
| 13 | Rtx Corporation | COM | $15,567,953 | 82,053 | 1.4% | 1.09% |
| 14 | Walmart Inc | COM | $14,911,422 | 131,657 | 1.34% | 1.04% |
| 15 | Automatic Data Processing In | COM | $14,874,381 | 66,418 | 1.33% | 1.04% |
| 16 | Dimensional Etf Trust | US SMALL CAP ETF | $14,450,994 | 175,504 | 1.3% | 1.01% |
| 17 | Dimensional Etf Trust | EMERGING MKTS CO | $14,255,815 | 350,783 | 1.28% | 1.0% |
| 18 | Ishares Tr | SELECT DIVID ETF | $14,218,263 | 90,968 | 1.28% | 0.99% |
| 19 | Quest Diagnostics Inc | COM | $14,196,899 | 66,982 | 1.27% | 0.99% |
| 20 | Williams Sonoma Inc | COM | $13,716,614 | 58,844 | 1.23% | 0.96% |
| 21 | L3 Harris Technologies Inc | COM | $12,842,929 | 44,196 | 1.15% | 0.9% |
| 22 | Nextera Energy Inc | COM | $12,610,653 | 143,678 | 1.13% | 0.88% |
| 23 | Lowes Cos Inc | COM | $11,303,433 | 51,265 | 1.01% | 0.79% |
| 24 | Air Products And Chemicals I | COM | $11,241,816 | 38,344 | 1.01% | 0.79% |
| 25 | Nvidia Corporation | COM | $11,184,133 | 55,896 | 1.0% | 0.78% |
Top 25 of 231 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 392 | $184M | 12.9% |
| High net worth individuals | 379 | $1.2B | 80.9% |
| Charitable organizations | Fewer than 5 clients | $3.3M | 0.23% |
| State or municipal government entities | Fewer than 5 clients | $5.4M | 0.37% |
| Corporations and other businesses | 32 | $80.7M | 5.64% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Jeff Paustian | Managing Member | Jan 2018 (9y) | 50% – 75% | |
| Kevin Douglas Sanger | Managing Member & Chief Compliance Officer | Jan 2018 (9y) | 25% – 50% | |
| Joseph Perkins Gross | Registered representative | Mar 2018 (8y) | ||
| Shannon Crowder Jones | Registered representative | CFP CFA | Jan 2020 (7y) | |
| Ryan Joseph Coffee | Registered representative | CFP | Dec 2021 (5y) | |
| Christopher Todd Jones | Registered representative | CFP | Oct 2022 (4y) | |
| Chelsea Renae Tilly | Registered representative | Jun 2024 (2y) | ||
| Sarinah Alyce Pool Gigliotti | Registered representative | CFP | Aug 2024 (2y) | |
| Katelyn M Kalomiris | Registered representative | CFP | Aug 2024 (2y) | |
| Rowan A Colby | Registered representative | Jan 2025 (2y) | ||
| Michelle Benedict | Registered representative | Mar 2025 (1y) | ||
| Andrew James Bennison | Registered representative | Jun 2025 (1y) | ||
| Catherine Jetta Miller | Registered representative | Jun 2025 (1y) | ||
| William Paustian | Registered representative | CFP | Sep 2025 (1y) | |
| Katia Nicole Prochovnic | Registered representative | Oct 2025 (1y) | ||
| Jefferson Wayne Withnell | Registered representative | CFP | Nov 2025 (1y) | |
| Kendra Elizabeth Biller | Registered representative | Dec 2025 (1y) | ||
| William Estep Carmichael | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.4B (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗