PCG WEALTH MANAGEMENT
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 290977
- Registered since
- December 15, 2017
- Website
- www.pcgstrategies.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.24%
- Individuals43.93%
- Pension & Profit Sharing Plans3.77%
- Other0.67%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
PCG Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC since 2017. The firm is privately owned and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged via a mix of asset-based percentages, hourly billing, and fixed-fee arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents12%
- Other7%
- Exchange Traded Equities4%
Owners & executives
1 of 1Robert Wright
President, CEOCRD 2570342
Contacts
3 of 17RICHARD JOHNSON
Wealth AdvisorCRD 2848793
JOHN SKOWRONSKI
Vice President, Wealth AdvisorCRD 4130860
William Hudnall
Wealth Advisor AssistantCRD 7572234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 171Active vs passive
$518M in ETFs
60%
$308M
35%
$209M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | American Funds | Active | Large Value | $27.5M | 647,371 | 5.32% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 5700 W 112th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
LEGACY FINANCIAL STRATEGIES, LLC
RIAOVERLAND PARK, KS
GREENUP STREET WEALTH MANAGEMENT LLC
RIAOVERLAND PARK, KS
MCD-KISSNER GP, LLC
RIAOVERLAND PARK, KS
TFB ADVISORS, LLC
RIAOVERLAND PARK, KS
STEPP & ROTHWELL INC
RIAOVERLAND PARK, KS
WATERFRONT WEALTH INC.
RIAOVERLAND PARK, KS