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| WCG Wealth Advisors LLC
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|---|---|
| CRD # | 173194 |
| SEC # | 801-80386 |
| CIK # | 0001855713 |
| AUM | 6,276.7 M (2026-06-24) |
| Employees | 131 (100% Investors, 79% Brokers) |
| Phone | 702-263-1919 |
| Address | 8925 West Post Road Las Vegas, NV 89148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,432 | 1.5 |
| (b) Individuals (high net worth individuals) | 4,214 | 4.4 |
| (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 | 158 | 0.1 |
| (h) Charitable organizations | 47 | 0.1 |
| (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 | 89 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 21,593 | 6.3 |
| By Discretionary | ||
| Discretionary | 21,593 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21,593 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 21,593 | 6.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001855713] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 325 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
MD | 6,464.4 M |
|
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|
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NY | 6,456.8 M |
|
Truepoint Inc
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|
Global Alpha Capital Management Ltd
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6,342.6 M | |
|
International City Management Association Retirement Corporation
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|
Kovack Advisors Inc
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|
FL | 6,279.7 M |
|
Glenmede Investment Management LP
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|
PA | 6,197.9 M |
|
Shepherd Financial Investment Advisory LLC
✚
|
IN | 6,177.6 M |
|
Snyder Capital Management LP
✚
|
CA | 6,094.0 M |