JG Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

JG Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Aliso Viejo, CA, US

Alternative Asset Classes

PEVCRE

About

JG Wealth Management is a California-based wealth manager. It provides wealth management advisory services investment management, financial planning, retirement planning, tax planning, and estate planning to individuals, high-net-worth individuals, charitable organizations, and business entities

JG Wealth Management - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder, President & Wealth Management AdvisorAliso Viejo, USPERENR
Vice President of Operations Aliso Viejo, USPERENR

Showing 2 of 2 known decision makers JG Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.