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, SEC-registered registered investment adviser formed as an LLC and operating since at least 2017. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm custodians client assets at LPL Financial.
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 1
Robert 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 184Active vs passive
$588M in ETFs
58%
$340M
37%
$247M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $33.6M | 681,934 | 5.72% |
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
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