LP Profile

PGI Wealth Management

Also known as pgi wealth

Wealth ManagerAlpharetta, United StatesFounded 2018
$931M
Assets Under Management
Alpharetta
Headquarters
Investment Focus

About PGI Wealth Management

PGI Wealth Management is a wealth manager based in Alpharetta, US. Founded in 2018.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to PGI Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$930.6M
Total Clients
1,235
Filing Date
May 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to PGI Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is PGI Wealth Management?

PGI Wealth Management is a wealth manager based in Alpharetta, United States, managing approximately $931M in assets.

Where is PGI Wealth Management headquartered?

PGI Wealth Management is headquartered in Alpharetta, United States.

How much does PGI Wealth Management manage?

PGI Wealth Management manages approximately $931M in assets under management.

When was PGI Wealth Management founded?

PGI Wealth Management was founded in 2018.

How can I contact PGI Wealth Management?

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