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Pcg Wealth Advisors, LLC

● SEC registered since 2017CRD 290977SEC# 801-112183Overland Park, KS
Export (members)
Reg. AUM
$765.5M
Employees
23
Accounts
1,795
Location
Overland Park, KS

Pcg Wealth Advisors, LLC assets under management

Pcg Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2017. It reports $765.5 million in regulatory assets under management and employs 23 people.
pcgstrategies.comView on SEC.gov ↗

Pcg Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexandra Kiley Kurth ControlPresident And Managing Member25-50%2017
Craig Joseph Kurth ControlCeo And Chief Compliance Officer, Managing Member50-75%2017

Frequently asked questions

How much does Pcg Wealth Advisors, LLC manage?

Pcg Wealth Advisors, LLC reports $765.5 million in regulatory assets under management on its Form ADV.

How many employees does Pcg Wealth Advisors, LLC have?

Pcg Wealth Advisors, LLC reports 23 employees.

Where is Pcg Wealth Advisors, LLC located?

Pcg Wealth Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2017.

Does Pcg Wealth Advisors, LLC disclose fund performance?

Pcg Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5700 W. 112th Street,, Suite 120, Overland Park, KS 66211
Phone(913) 323-3112
Fax(913) 323-3109
Office hours8:30 - 4:30
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$742.3M
Non-discretionary$23.2M
Total (RAUM)$765.5M