Ccg Wealth Management, LLC
● SEC registered since 2018CRD 296985SEC# 801-113284San Diego, CA
Reg. AUM
$1.2B
Employees
64
Accounts
2,558
Location
San Diego, CA
Ccg Wealth Management, LLC assets under management
Ccg Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 64 people.
Ccg Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Davies Control | Managing Director | Under 5% | 2025 |
| Ccg Wm Holding Company, LLC Control | Owner | Over 75% | 2019 |
| Christopher Owen Barnes Control | Chief Operations Officer | Under 5% | 2025 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ccg Wealth Management, LLC manage?
Ccg Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Ccg Wealth Management, LLC have?
Ccg Wealth Management, LLC reports 64 employees.
Where is Ccg Wealth Management, LLC located?
Ccg Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Does Ccg Wealth Management, LLC disclose fund performance?
Ccg Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12255 el Camino Real, Suite 125, San Diego, CA 92130 |
| Phone | 858-771-9500 |
| Fax | 619-810-0831 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1771169 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.2B▲ 55%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$1.2Bregulatory AUM
Discretionary $1.2BNon-discretionary $4K