RIA Intel›Advisers›Kansas›PCG WEALTH ADVISORS, LLC

PCG WEALTH ADVISORS, LLC

Advisory

N·OVERLAND PARK, KS

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM

$931M

1-Year AUM Growth

+13.1%

3-Year CAGR

+14.3%

Employees

24

Assets Under Management

Total AUM$931M

Discretionary AUM$896M

Non-Discretionary AUM$35M

Discretionary %96.2%

Total Clients1,795

Team

Total Employees24

Investment Advisers24

Employee Growth (1Y)+4.8%

Filing History

Total Filings on Record37

First FilingNov 15, 2017

Latest FilingFeb 18, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 9+ 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 PCG WEALTH ADVISORS, LLC

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