Investment adviser · CRD 285023
JFG WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Aug 29, 2025
- Regulatory AUM
- $1.16B Form ADV · Item 5.F
- Client accounts
- 754 Accounts, not individual clients
- Employees
- 47 Reported in this filing
- Advisory professionals
- 30 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 | 99 | $1,159,617,030 | 99.7% |
| Individuals | 5 | $2,909,954 | 0.3% |
Filing source
Form ADV 2012964 · Aug 29, 2025 · 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: Aug 29, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1144 FIFTEENTH STREET, SUITE 3950DENVER, CO, 80202, United States
CRD 285023
Filing source
Form ADV 2012964 · Aug 29, 2025 · 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.