JFG Wealth Management LLC

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Assets, Funds, Holdings

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JFG Wealth Management LLC
CRD #285023
SEC #801-108299
CIK #0001766972
AUM $901.0 MM (2024-03-13)
Employees 39 (67% Investors, 0% Brokers)
Phone720-778-4467
Address1144 Fifteenth Street
Denver, CO 80202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
ACCD 561.1 3.1
NVDA 399,550.0 0.9
AAPL 2,382,844.0 0.8
AMZN 1,092,997.8 0.7
MSFT 1,918,222.4 0.6
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8 3.6
(b) Individuals (high net worth individuals) 87 897.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 602 901.0
By Discretionary
Discretionary 423 464.3
Non-Discretionary 179 436.7
Total 602 901.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 901.0
Total 602 901.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001766972]
Comparable Firms State AUM ($BB)
SouthernSun Asset Management LLC
TN 0.9
Berkshire Money Management Inc
MA 0.9
Versant Capital Management Inc
AZ 0.9
Private Portfolio Partners LLC
NJ 0.9
Oak Ridge Investments LLC
IL 0.9
Rae & Lipskie Investment Counsel Inc
0.9
Headinvest LLC
ME 0.9
Hemington Wealth Management LLC
VA 0.9
van Cleef Asset Management Inc
OH 0.9
Haven Global Partners LLC
GA 0.9
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