OVERLAND PARK, KSCRD 290977Latest ADV February 18, 2026
Pcg Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 18, 2026, reports $931M in regulatory assets under management, 24 employees, 6 offices, and 4,710 accounts.
Assets Under Management
$931M
Employees
24
Offices
6 offices
Total Clients
1,959
Primary office
OVERLAND PARK, KS
5700 W. 112TH STREET, SUITE 120, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.0% of total clients.
Top client categories% of clientsClients
1
Individuals
81.0%
1,586
2
HNWI
11.9%
233
3
Pension Plans
6.3%
124
4
Charitable
0.4%
8
5
PARTNERSHIPS
0.3%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$931Mas of February 18, 2026
Discretionary96.2%
$896M
96% of total RAUM96.2%
Non-discretionary3.8%
$35M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$931M
Total Accounts4,710
10Y AUM Change+$931M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee82:1
10Y Employee Change+12 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.