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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| PCG Wealth Advisors LLC
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|---|---|
| CRD # | 290977 |
| SEC # | 801-112183 |
| CIK # | 0001905393 |
| AUM | $765.5 M (2025-06-23) |
| Employees | 23 (100% Investors, 70% Brokers) |
| Phone | 913-323-3112 |
| Address | 5700 W 112th Street, Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.7 | ||
| Nvidia Corp | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Apple Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,534 | 372.2 |
| (b) Individuals (high net worth individuals) | 189 | 354.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 57 | 30.1 |
| (h) Charitable organizations | 8 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.1 |
| (n) Other | 5 | 4.9 |
| Total | 1,795 | 765.5 |
| By Discretionary | ||
| Discretionary | 1,770 | 742.3 |
| Non-Discretionary | 25 | 23.2 |
| Total | 1,795 | 765.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 765.5 | |
| Total | 1,795 | 765.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905393] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.8 |
|
CCG Wealth Management LLC
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CA | 0.8 |
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Private Wealth Management Inc
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TN | 0.8 |
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Burling Wealth Partners LLC
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IL | 0.8 |
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Meridian Management Co
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AR | 0.8 |
|
Austin Wealth Management LLC
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TX | 0.8 |
|
B&T Capital Management Incorporated
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TX | 0.8 |
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Aequitas Investment Advisors LLC
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MA | 0.8 |
|
Ramsay Stattman Vela & Price Inc
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|
CO | 0.8 |
|
CFM Wealth Partners LLC
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TX | 0.8 |