Pcg Wealth Advisors, LLC
● SEC registered since 2017CRD 290977SEC# 801-112183Overland Park, KS
Reg. AUM
$931.1M
Employees
24
Accounts
4,710
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 $931.1 million in regulatory assets under management and employs 24 people.
Pcg Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Kiley Kurth Control | President And Managing Member | 25-50% | 2017 |
| Craig Joseph Kurth Control | Ceo And Chief Compliance Officer, Managing Member | 50-75% | 2017 |
Frequently asked questions
How much does Pcg Wealth Advisors, LLC manage?
Pcg Wealth Advisors, LLC reports $931.1 million in regulatory assets under management on its Form ADV.
How many employees does Pcg Wealth Advisors, LLC have?
Pcg Wealth Advisors, LLC reports 24 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
| Address | 5700 W. 112th Street,, Suite 120, Overland Park, KS 66211 |
| Phone | (913) 323-3112 |
| Fax | (913) 323-3109 |
| Office hours | 8:30 - 4:30 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$931.1M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$931.1Mregulatory AUM
Discretionary $896.1MNon-discretionary $35.1M