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PCG WEALTH MANAGEMENT
PCG WEALTH ADVISORS, LLC
CRD 290977 · SEC 801-112183
5700 W. 112TH STREET,, SUITE 120, OVERLAND PARK, KS, 66211, United States
Phone
(913) 323-3112
Fax
(913) 323-3109
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$931.1M
Discretionary AUM
$896.1M
Team
24 total employees; 24 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1586 | $409.1M |
| High net worth individuals | 233 | $477.1M |
| Pension/profit sharing plans | 124 | $35.1M |
| Charitable organizations | 8 | $2.2M |
| Corporations/business entities | 3 | $1.5M |
States served
AZ, AR, CA, CO, IL, IN, IA, KS, KY, MI, NE, NC, OK, PA, SC, TN, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD