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| Happy Holidays!! thanks for using AUM13F!! |
| CCG Wealth Management LLC
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| CRD # | 296985 |
| SEC # | 801-113284 |
| CIK # | 0001771169 |
| AUM | $769.1 M (2025-07-30) |
| Employees | 47 (38% Investors, 0% Brokers) |
| Phone | 858-771-9500 |
| Address | 12255 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001771169 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.6 | ||
| Alphabet Inc | 3.7 | ||
| Sempra Energy | 3.6 | ||
| Structure Therapeutics Inc | 3.1 | ||
| Apple Inc | 2.6 | ||
| Homestreet Inc | 2.2 | ||
| Procter & Gamble Co | 2.2 | ||
| Nvidia Corp | 1.8 | ||
| Facebook Inc | 1.8 | ||
| Tesla Motors Inc | 1.8 | ||
| Amazon Com Inc | 1.5 | ||
| Wal Mart Stores Inc | 1.3 | ||
| SPDR Gold Trust | 1.2 | ||
| BOFI Holding Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 23.9 |
| (b) Individuals (high net worth individuals) | 213 | 436.8 |
| (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 | 23 | 19.5 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 43 | 109.3 |
| (n) Other | 156 | 177.1 |
| Total | 1,467 | 769.1 |
| By Discretionary | ||
| Discretionary | 1,467 | 769.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,467 | 769.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 769.1 | |
| Total | 1,467 | 769.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001771169] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carson Advisory Inc
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|
GA | 0.8 |
|
Alteri Wealth LLC
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|
CA | 0.8 |
|
Lanham Odell & Co Inc
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|
WV | 0.8 |
|
Edge Wealth Management LLC
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|
NY | 0.8 |
|
Findec Wealth Services Inc
✚
|
CA | 0.8 |
|
FSA Wealth Partners Inc
✚
|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.8 |
|
Private Wealth Management Inc
✚
|
TN | 0.8 |
|
Burling Wealth Partners LLC
✚
|
IL | 0.8 |
|
Meridian Management Co
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|
AR | 0.8 |