$7.2M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- MatrixNorth
- Established Date
- 04-15-2015
- Office Locations
- 1
Office Locations
Atlanta St. SE Suite 409 Marietta GA
About JPG Wealth Management, LLC
JPG Wealth Management, LLC provides personalized financial planning and investment management for individuals, with a focus on minimizing all-in costs through fee-based advice and open-architecture product selection. The firm allocates primarily via ETFs alongside fixed income and cash, with an emphasis on risk management and tax-efficient strategies. Custody/trading is primarily through Interactive Brokers.
Team overview
37 AVG AGE
$7.2M AVG AUM / ADVISOR
$218.2K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Wave timber Delta ember Alpha alpha Quantum fusion
Client Personas
Meridian Ridge value
Custodian
Alpha Horizon insight Zenith
Investment Themes
Alpha Crest matrix Crest optima
Investment Vehicles
Foundation
Services
Pioneer meridian Element zenith Momentum ember Summit Optima Harbor eagle Momentum fusion Vertex
Technology
Optima value Oak
Owner & Executives
J
JOSEPH PAUL GIAMBRONE
Financial Advisor, Managing Member
- CRD
- #6306649
- Ownership
- 75% or more
(278) 222-9498
north.value@wavecapital.com
in linkedin.com/in/pioneer-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,100,000 | -- |
| Non-Discretionary | $100,000 | -- |
| Total | $7,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,200,000
Equity - Exchange:
19.1% Cash:
31.6% Corporate - Investment Grade:
24.3% U.S. Government/Agency:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,301,432,082 | 19.1% |
| Cash | $2,153,154,649 | 31.6% |
| Corporate - Investment Grade | $1,655,748,670 | 24.3% |
| U.S. Government/Agency | $1,703,445,134 | 25.0% |
| Total | $6,813,780,535 | 100.0% |