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| Happy Holidays!! thanks for using AUM13F!! |
| WCG Wealth Advisors LLC
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| CRD # | 173194 |
| SEC # | 801-80386 |
| CIK # | 0001855713 |
| AUM | $5.4 B (2025-07-28) |
| Employees | 204 (56% Investors, 51% Brokers) |
| Phone | 702-263-1919 |
| Address | 8925 West Post Road Las Vegas, NV 89148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001855713 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 44.7 | ||
| Apple Inc | 38.5 | ||
| Microsoft Corp | 33.8 | ||
| Amazon Com Inc | 23.8 | ||
| Alphabet Inc | 17.0 | ||
| Global MOFY Metaverse Ltd | 16.7 | ||
| Facebook Inc | 15.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,281 | 1.4 |
| (b) Individuals (high net worth individuals) | 3,855 | 3.7 |
| (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 | 165 | 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 | 76 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 20,129 | 5.4 |
| By Discretionary | ||
| Discretionary | 20,129 | 5.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20,129 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 20,129 | 5.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001855713] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kovack Advisors Inc
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|
FL | 5.5 |
|
Greycourt & Co Inc
✚
|
PA | 5.5 |
|
Pentegra Investors Inc
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|
NY | 5.5 |
|
Confluence Wealth Services Inc
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PA | 5.5 |
|
First Foundation Advisors
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|
CA | 5.4 |
|
Truepoint Inc
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|
OH | 5.4 |
|
CUSO Financial Services LP
✚
|
CA | 5.4 |
|
PGIM Custom Harvest LLC
✚
|
NJ | 5.4 |
|
Horizon Investments LLC
✚
|
NC | 5.4 |
|
Janney Capital Management LLC
✚
|
PA | 5.3 |