RIA Intel›Advisers›New Jersey›FCG WEALTH MANAGEMENT, LLC

FCG WEALTH MANAGEMENT, LLC

Advisory

N·CHATHAM, NJ

Data as of May 27, 2015 · Source: SEC Form ADV

Total AUM

$634M

1-Year AUM Growth

+38.8%

3-Year CAGR

+12.7%

Employees

11

Assets Under Management

Total AUM$634M

Discretionary AUM$631M

Non-Discretionary AUM$3M

Discretionary %99.6%

Total Clients—

Team

Total Employees11

Investment Advisers19

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingMar 30, 2001

Latest FilingMay 27, 2015

🔒 Full AUM trend chart and 24 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FCG WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.