SEC Form ADV

PCG WEALTH MANAGEMENT

Registered Investment AdviserKS
$931.1M
Assets Under Management
24
Employees
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Registration Details

Accession
crd-290977
Location
OVERLAND PARK, KS
Filing Date
June 11, 2026
AUM
$931.1M
Institutional Clients
132
Employees
24
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

PCG WEALTH MANAGEMENT is a registered investment adviser headquartered in OVERLAND PARK, KS, managing approximately $931.1M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.