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JFG WEALTH MANAGEMENT, LLC

DENVER, CO · CRD 285023 · IAPD ↗ · jfgwealth.net · 720-778-4467

$1.16BRegulatory AUM
30Advisory reps
47Employees
1Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — JFG WEALTH MANAGEMENT, LLC (DENVER, CO) left the SEC roster (was $1.16B RAUM, 30 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — JFG WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — JFG WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($901.0M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
January 2025 — JFG WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — JFG WEALTH MANAGEMENT, LLC reported RAUM up 39% ($648.3M -> $901.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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