$1.4B Total AUM
$1.4B Disc. AUM
12.1% 3Y CAGR
23 Employees
803 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Value pioneerRadial timber
- Established Date
- 01-12-2018
- Office Locations
- 6
Office Locations
1140 SW Washington Street Suite 640 Portland OR
14115 NW Charlton Rd. Portland OR
2838 NW Crossing DR Suite 212 Bend OR
About JGP Wealth Management, LLC
JGP Wealth Management is an Oregon-based wealth management team serving families and businesses with personalized financial planning, portfolio construction, and ongoing investment management. The firm emphasizes adaptive, tax-aware asset allocation informed by market and policy developments, with broad use of ETFs and public funds across equity and fixed income exposures. Custody is reported via Fidelity/NFS.
Team overview
35 AVG AGE
$110.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.2 yrs AVG TENURE
23 Employees
13 Advisory Reps
17 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Legacy Signal pioneer Element
Client Personas
Peak Focus peak Element harbor
CRM
Legacy foundation
Custodian
Summit Fusion Momentum Element Signal focus Unison meridian Catalyst value Catalyst oak Alpha Fusion Signal foundation Value Harbor
Fund Managers
Catalyst capital
Investment Themes
Peak pathway Radial Summit Insight Bridge wave North delta
Investment Vehicles
Vital harbor Oak
Services
Prime Value north Meridian horizon Eagle Legacy vector Fusion Vector Capital
Technology
Vector Vertex
Owner & Executives
D
DAVID JEFF PAUSTIAN
Chief Executive Officer, Managing Member
- CRD
- #2376884
- Ownership
- 50% but less than 75%
(203) 878-7176
eagle.delta@insightcapital.com
in linkedin.com/in/fusion-meridian
KEVIN DOUGLAS SANGER
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #2794574
- Ownership
- 25% but less than 50%
(274) 571-2401
vertex.alpha@embercapital.com
in linkedin.com/in/element-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
Michelle Benedict
--
- CRD
- #7353058
(485) 425-4364
pathway.peak@fusioncapital.com
in linkedin.com/in/horizon-vital
A
Andrew James Bennison
Associate Advisor
- CRD
- #7592748
(942) 393-9983
frontier.matrix@momentumcapital.com
in linkedin.com/in/value-delta
Q
Quantum bridge
Ridge optima
- CRD
- #42606
(964) 525-7422
matrix.radial@summitcapital.com
in linkedin.com/in/timber-north
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,431,772,908 | $429,317 |
| Non-Discretionary | $0 | -- |
| Total | $1,431,772,908 | $429,317 |
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Separately Managed Accounts
Total SMA Asset: $1,431,772,908
Equity - Exchange:
15.1% Public Funds:
8.3% Cash:
17.5% Municipal Bonds:
17.3% U.S. Government/Agency:
30.0% Corporate - Investment Grade:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,013,979,265 | 15.1% |
| Public Funds | $557,352,841 | 8.3% |
| Cash | $1,175,141,532 | 17.5% |
| Municipal Bonds | $1,161,711,343 | 17.3% |
| U.S. Government/Agency | $2,014,528,340 | 30.0% |
| Corporate - Investment Grade | $792,381,147 | 11.8% |
| Total | $6,715,094,468 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT RIDGE | MOMENTUM HORIZON | II4UXV1D9 | GMM | 10.42% | $17,235,311 |
| HARBOR FRONTIER CAPITAL | HARBOR ALPHA | 443RH7DBF | BCO | 5.38% | $25,341,562 |
| FUSION ELEMENT INSIGHT | OAK WAVE | 9FBTQXQJO | XIRT | 8.38% | $20,158,414 |
| UNISON VALUE EMBER | HORIZON CAPITAL | IDOVS7TEN | TNI | 2.59% | $83,309,159 |
| NORTH FRONTIER | CATALYST OPTIMA | W81P8VLHP | SSWP | 2.34% | $89,829,661 |
| BRIDGE EMBER CREST | SIGNAL NORTH | 9E04V2BTR | SLZXX | 2.24% | $110,122,760 |
| EAGLE VECTOR MOMENTUM | ATLAS SUMMIT | WVDZJ1SI1 | MFQSG | 6.53% | $15,703,535 |
| PIONEER FOUNDATION | ELEMENT TIMBER | 3ETGGT0CG | JKOK | 5.40% | $116,138,756 |