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| CCG Wealth Management LLC
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|---|---|
| CRD # | 296985 |
| SEC # | 801-113284 |
| CIK # | 0001771169 |
| AUM | $1.2 B (2026-06-02) |
| Employees | 64 (30% Investors, 0% Brokers) |
| Phone | 858-771-9500 |
| Address | 12255 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BOFI Holding Inc | 13.9 | ||
| Apple Inc | 10.8 | ||
| Microsoft Corp | 7.9 | ||
| Alphabet Inc | 7.4 | ||
| Nvidia Corp | 7.2 | ||
| iShares Comex Gold Trust | 6.9 | ||
| Sempra Energy | 5.3 | ||
| Tesla Motors Inc | 4.7 | ||
| Alphabet Inc | 4.3 | ||
| Procter & Gamble Co | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 128.6 |
| (b) Individuals (high net worth individuals) | 211 | 1,037.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 14.1 |
| (n) Other | 5 | 15.3 |
| Total | 2,558 | 1,195.7 |
| By Discretionary | ||
| Discretionary | 2,556 | 1,195.7 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,558 | 1,195.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 1,190.8 | |
| Total | 2,558 | 1,195.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001771169] |
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|---|---|---|
|
Wespac Advisors LLC
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|
CA | 1.2 |
|
Childress Capital Advisors LLC
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TX | 1.2 |
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Cedar Mountain Advisors LLC
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OR | 1.2 |
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BMO Nesbitt Burns Securities Ltd
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1.2 | |
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Maceratio LLC
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FL | 1.2 |
|
Moment Partners LLC
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Ram Investment Partners LLC
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WA | 1.2 |
|
Aspire Growth Partners LLC
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|
1.2 | |
|
Founders Financial Alliance LLC
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NC | 1.2 |
|
Crossmark Wealth Management LLC
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TX | 1.2 |