PGI WEALTH MANAGEMENT
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 297517
- Registered since
- November 13, 2020
- Website
- pgiwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.68%
- Individuals8.6%
- Charitable Organizations4.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
PGI Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owner-operated and focuses on individual and family clients, offering fee-based financial planning and discretionary portfolio management for individuals and small businesses, plus pension consulting. Its revenue model combines AUM-based fees with fixed fees, and the firm also operates as an insurance broker and maintains an affiliation with an insurance company. PGI does not position itself as an active ESG investor and does not serve as a capital allocator for proprietary alternative strategies.
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds16%
- Derivatives4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Dustin Dorhout
Chief Investment OfficerCRD 6695802
Contacts
3 of 8KATIE WHITE
Investment AdvisorCRD 3114760
DEAN JACKLITCH
InvestorCRD 7303787
NICHOLAS MCELROY
Investment Advisor RepresentativeCRD 6206273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$139M in ETFs
29%
$40.6M
60%
$98M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $10.3M | 32,248 | 7.47% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 13680 Highway 9 N
- Time zone
- ET (UTC-5)
- Office locations
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