SEC Form ADV

PGI WEALTH MANAGEMENT

Registered Investment AdviserGA
$930.6M
Assets Under Management
1,235
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-297517
Location
ALPHARETTA, GA
Filing Date
May 11, 2026
AUM
$930.6M
Total Clients
1,235
Amendment
No

About this Adviser

PGI WEALTH MANAGEMENT is a registered investment adviser headquartered in ALPHARETTA, GA, managing approximately $930.6M in assets across 1,235 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.