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PGI Wealth Management

Also known as pgi wealth

Wealth ManagerAlpharetta, United StatesFounded 2018
Alpharetta
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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.

FORM ADV
PGI WEALTH MANAGEMENT
May 11, 2026
$930.6M

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.

Where is PGI Wealth Management headquartered?

PGI Wealth Management is headquartered in Alpharetta, United States.

When was PGI Wealth Management founded?

PGI Wealth Management was founded in 2018.

How can I contact PGI Wealth Management?

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