Lfg Wealth Partners, Llc
- Regulatory AUM
- $191M
- Discretionary
- $191M
- Clients
- 360
- Avg AUM / client
- $530K
- Accounts
- 919
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 271 | $69.6M | 36.5% |
| High net worth individuals | 89 | $121M | 63.5% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin C Jenkins | President | Mar 2024 (2y) | 75% or more | |
| Matthew Ashley Swendiman | Chief Compliance Officer | Chartered Financial Consultant CFA | May 2024 (2y) | Less than 5% |
| Clay Daniel Watkins | Registered representative | CFP | Jun 2024 (2y) | |
| Kylee Brooke Marcy | Registered representative | Jun 2024 (2y) | ||
| Patrick John Rumoro | Registered representative | Jun 2024 (2y) | ||
| Troy Vincent Todd | Registered representative | Jun 2024 (2y) | ||
| Jeanna Clark | Registered representative | Oct 2024 (2y) | ||
| Ryan Kelly | Registered representative | CFA | Nov 2024 (2y) | |
| Maverick Tucker Melton | Registered representative | CFP | Jul 2025 (1y) | |
| Alexander Nelson Murzyn | Registered representative | Dec 2025 (1y) | ||
| Jason Christopher Vander Pol | Registered representative | Jan 2026 (1y) |
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) | 02/09/2026 | 1.09 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $119M (62% of AUM) Feb 2026
- Truist Financial Corp $71.9M (38% of AUM) Feb 2026
- Altruist Financial $71.9M (38% 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 09, 2026.
View current Form ADV (SEC/IAPD) ↗