Investment adviser · CRD 290977
PCG WEALTH MANAGEMENT
Investment adviser filing (IA)
PCG WEALTH ADVISORS, LLC
OVERLAND PARK, KS, United States · Form ADV filed Jun 11, 2026
- Regulatory AUM
- $931M Form ADV · Item 5.F
- Client accounts
- 4,710 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 233 | $477,066,441 | 51.2% |
| Individuals | 1,586 | $409,082,146 | 43.9% |
| Retirement plans | 124 | $35,075,377 | 3.8% |
| Other clients | 5 | $6,227,847 | 0.7% |
| Charities | 8 | $2,197,240 | 0.2% |
| Corporations & businesses | Fewer than 5 | $1,478,233 | 0.2% |
Filing source
Form ADV 2112672 · Jun 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5700 W. 112TH STREET,, SUITE 120OVERLAND PARK, KS, 66211, United States
CRD 290977
Filing source
Form ADV 2112672 · Jun 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.