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JAMISON PRIVATE WEALTH MANAGEMENT, INC.

MILTON, GA · CRD 109040 · IAPD ↗ · jamisonwealth.com · 678-323-3454

$1.05BRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — JAMISON PRIVATE WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($851.3M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
March 2025 — JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported RAUM up 28% ($665.8M -> $851.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.