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| WCG Wealth Advisors LLC
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| |
|---|---|
| CRD # | 173194 |
| SEC # | 801-80386 |
| CIK # | 0001855713 |
| AUM | $5.2 BB (2024-08-30) |
| Employees | 264 (61% Investors, 41% Brokers) |
| Phone | 702-263-1919 |
| Address | 8925 West Post Road Las Vegas, NV 89148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| SPEM | 0.0 | ||
| GOOGL | 1,475,138.5 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,384 | 1.5 |
| (b) Individuals (high net worth individuals) | 3,801 | 3.3 |
| (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 | 159 | 0.1 |
| (h) Charitable organizations | 49 | 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 | 86 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 21,408 | 5.2 |
| By Discretionary | ||
| Discretionary | 21,407 | 5.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 21,408 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 21,408 | 5.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001855713] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Janney Capital Management LLC
✚
|
PA | 5.3 |
|
Capital Investment Advisors LLC
✚
|
GA | 5.3 |
|
RPA Financial LLC
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|
CA | 5.3 |
|
First Foundation Advisors
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|
CA | 5.2 |
|
Harbor Investment Advisory LLC
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|
MD | 5.2 |
|
The Huntington Investment Company
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|
OH | 5.2 |
|
Cidel Asset Management Inc
✚
|
5.2 | |
|
T Rowe Price Canada Inc
✚
|
MD | 5.2 |
|
Nicholas Co Inc
✚
|
WI | 5.1 |
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 5.1 |