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 SEC-registered since 2017. The firm is individually owned and serves both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not present itself as a capital allocator and 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 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 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
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