JFG WEALTH MANAGEMENT, LLC

HTTP://WWW.JFGWEALTH.NET DENVER, CO Investment Advisor How do I update this listing?

JFG Wealth Management is based out of Denver. JFG Wealth Management is a registered investment advisory firm with 14 clients and discretionary assets under management (AUM) of $34,677,906 (Form ADV from 2019-01-30). Their last reported 13F filing for Q4 2018 included $111,230,000 in managed 13F securities and a top 10 holdings concentration of 92.66%. JFG Wealth Management's largest holding is Liberty Oilfield Services Inc Cl A with shares held of 4,331,177. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.33%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JFG WEALTH MANAGEMENT, LLC
1144 FIFTEENTH STREET SUITE 3950
DENVER CO    80202
Country: United States

Business Phone: 720-778-4467
Fax: 720-420-1333
Professional Investment Advisor Data
SEC Registration as : Related Advisor
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 12,416,500
Total Number of Clients: 14
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1)
Data above was derived from SEC filings.

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JFG WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-04-19
Name Title Start Date Direct/Indirect % Ownership
JOHNSON FINANCIAL GROUP LLC MANAGING MEMBER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
JFG WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2016-07-01
JOHNSON, WENDY, MARIE CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHNSON FINANCIAL GROUP LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
JOHNSON FINANCIAL GROUP LLC CHIEF COMPLIANCE OFFICER & CHIEF LEGAL OFFICER direct 2016-01-01
JFG WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER direct 2016-07-01
JOHNSON, BRANDON, CARROLL CHIEF EXECUTIVE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOHNSON FINANCIAL GROUP LLC MANAGER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC MANAGER direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC ELECTED MANAGER & PRESIDENT direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC MANAGER & PRESIDENT direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC CHIEF COMPLIANCE OFFICER direct 2004-09-01
JOHNSON FINANCIAL GROUP LLC TRUSTEE indirect 2012-04-01
JFG WEALTH MANAGEMENT, LLC ELECTED MANAGER & PRESIDENT indirect 2002-01-01
JFG WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2016-07-01
JOHNSON, BRANDON, CARROLL ELECTED MANAGER & PRESIDENT JOHNSON FINANCIAL GROUP LLC 01/01/2002 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
JOHNSON FINANCIAL GROUP LLC MANAGER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC MANAGER direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC ELECTED MANAGER & PRESIDENT direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC MANAGER & PRESIDENT direct 2002-01-01
JOHNSON FINANCIAL GROUP LLC CHIEF COMPLIANCE OFFICER direct 2004-09-01
JOHNSON FINANCIAL GROUP LLC TRUSTEE indirect 2012-04-01
JFG WEALTH MANAGEMENT, LLC ELECTED MANAGER & PRESIDENT indirect 2002-01-01
JFG WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2016-07-01

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