PGP Wealth Services, LLC
RIAState Registered
Total AUM
$79.2M
Discretionary
$79.2M
100% of AUM
Avg account
$1.1M
Accounts
74
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 151373
- Registered since
- March 11, 2022
- Website
- www.pgpwealthservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.31%
- Individuals8.69%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
PGP Wealth Services, LLC is a small, fee-based wealth manager that serves individual and family clients. The firm operates as an LLC and generates advisory fees as a percentage of assets under management. Its advisory scope, per disclosures, centers on portfolio management for individuals and small businesses and includes the publication of periodicals or newsletters. The firm does not identify itself as an active ESG investor and appears to rely on external managers for non-core exposures.
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 Equities94%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Troy Peterson
CEOCRD 5709648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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