Investment adviser · CRD 109040
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
MILTON, GA, United States · Form ADV filed Feb 16, 2026
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 1,358 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 187 | $834,442,837 | 79.3% |
| Individuals | 285 | $122,740,434 | 11.7% |
| Retirement plans | 26 | $81,755,257 | 7.8% |
| Corporations & businesses | 18 | $9,080,119 | 0.9% |
| Charities | 17 | $4,367,880 | 0.4% |
| Pooled investment vehicles | 1 | $187,354 | 0.0% |
Filing source
Form ADV 2053657 · Feb 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
12630 CRABAPPLE ROAD, SUITE 300MILTON, GA, 30004, United States
CRD 109040
Filing source
Form ADV 2053657 · Feb 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.