PGP Wealth Services, LLC
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 an SEC‑registered, privately owned limited liability company that provides discretionary portfolio management to individual and family clients. Founded as an investment adviser registered in 2022, the firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses and the publication of periodicals or newsletters among its advisory activities. The business is owner‑managed (individual owner) and does not identify as a multi‑state adviser, capital allocator, pension consultant, or active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
, null
Location
, null
Headquartered in , null.
- Office locations
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