PCG WEALTH ADVISORS, LLC
Legal name: PCG WEALTH MANAGEMENT
CRD #290977 SEC #801-112183 OVERLAND PARK, KS (913) 323-3112
SEC Registered
Total AUM
$765.5M
Discretionary
$742.3M
Employees
23
Clients
101
Accounts
1,795
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $765.5M | $742.3M | $23.2M | 23 | 0 |
| Jun 2025 | $765.5M | $742.3M | $23.2M | 23 | 0 |
| Jan 2025 | $765.5M | $742.3M | $23.2M | 23 | 0 |
| Jan 2025 | $665.9M | $645.3M | $20.6M | 22 | 0 |
| Sep 2024 | $665.9M | $645.3M | $20.6M | 22 | 0 |
| Sep 2024 | $665.9M | $645.3M | $20.6M | 22 | 0 |
| Sep 2024 | $665.9M | $645.3M | $20.6M | 22 | 0 |
| Feb 2024 | $665.9M | $645.3M | $20.6M | 22 | 0 |
| Jan 2024 | $588.6M | $574.2M | $14.4M | 21 | 0 |
| Jul 2023 | $588.6M | $574.2M | $14.4M | 21 | 0 |
| Mar 2023 | $588.6M | $574.2M | $14.4M | 21 | 0 |
| Sep 2022 | $515.7M | $503.6M | $12.1M | 18 | 0 |
| Mar 2022 | $515.7M | $503.6M | $12.1M | 21 | 0 |
| Nov 2021 | $445.8M | $436.4M | $9.4M | 24 | 0 |
| Oct 2021 | $445.8M | $436.4M | $9.4M | 24 | 0 |
| Sep 2021 | $445.8M | $436.4M | $9.4M | 24 | 0 |
| Mar 2021 | $445.8M | $436.4M | $9.4M | 24 | 0 |
| Nov 2020 | $360.7M | $360.7M | $0 | 24 | 0 |
| Aug 2020 | $360.7M | $360.7M | $0 | 24 | 0 |
| Jun 2020 | $360.7M | $360.7M | $0 | 24 | 0 |
| Jun 2020 | $360.7M | $360.7M | $0 | 24 | 0 |
| May 2020 | $360.7M | $360.7M | $0 | 24 | 0 |
| Feb 2020 | $360.7M | $360.7M | $0 | 24 | 0 |
| Nov 2019 | $233M | $233M | $0 | 18 | 0 |
| Oct 2019 | $233M | $233M | $0 | 18 | 0 |
| Oct 2019 | $233M | $233M | $0 | 18 | 0 |
| Aug 2019 | $233M | $233M | $0 | 18 | 0 |
| May 2019 | $233M | $233M | $0 | 18 | 0 |
| May 2019 | $233M | $233M | $0 | 18 | 0 |
| Mar 2019 | $233M | $233M | $0 | 18 | 0 |
| Mar 2019 | $233M | $233M | $0 | 18 | 0 |
| Nov 2018 | $244M | $244M | $0 | 19 | 0 |
| Jun 2018 | $244M | $244M | $0 | 19 | 0 |
| Apr 2018 | $244M | $244M | $0 | 19 | 0 |
| Jan 2018 | $0 | $0 | $0 | 12 | 0 |
| Jan 2018 | $0 | $0 | $0 | 12 | 0 |
| Jan 2018 | $0 | $0 | $0 | 12 | 0 |
| Dec 2017 | $0 | $0 | $0 | 12 | 0 |
| Dec 2017 | $0 | $0 | $0 | 12 | 0 |
| Nov 2017 | $0 | $0 | $0 | 12 | 0 |
| Nov 2017 | $0 | $0 | $0 | 12 | 0 |
DateSep 2025
Total AUM$765.5M
Discretionary$742.3M
Non-Disc.$23.2M
Employees23
Clients0
DateJun 2025
Total AUM$765.5M
Discretionary$742.3M
Non-Disc.$23.2M
Employees23
Clients0
DateJan 2025
Total AUM$765.5M
Discretionary$742.3M
Non-Disc.$23.2M
Employees23
Clients0
DateJan 2025
Total AUM$665.9M
Discretionary$645.3M
Non-Disc.$20.6M
Employees22
Clients0
DateSep 2024
Total AUM$665.9M
Discretionary$645.3M
Non-Disc.$20.6M
Employees22
Clients0
DateSep 2024
Total AUM$665.9M
Discretionary$645.3M
Non-Disc.$20.6M
Employees22
Clients0
DateSep 2024
Total AUM$665.9M
Discretionary$645.3M
Non-Disc.$20.6M
Employees22
Clients0
DateFeb 2024
Total AUM$665.9M
Discretionary$645.3M
Non-Disc.$20.6M
Employees22
Clients0
DateJan 2024
Total AUM$588.6M
Discretionary$574.2M
Non-Disc.$14.4M
Employees21
Clients0
DateJul 2023
Total AUM$588.6M
Discretionary$574.2M
Non-Disc.$14.4M
Employees21
Clients0
DateMar 2023
Total AUM$588.6M
Discretionary$574.2M
Non-Disc.$14.4M
Employees21
Clients0
DateSep 2022
Total AUM$515.7M
Discretionary$503.6M
Non-Disc.$12.1M
Employees18
Clients0
DateMar 2022
Total AUM$515.7M
Discretionary$503.6M
Non-Disc.$12.1M
Employees21
Clients0
DateNov 2021
Total AUM$445.8M
Discretionary$436.4M
Non-Disc.$9.4M
Employees24
Clients0
DateOct 2021
Total AUM$445.8M
Discretionary$436.4M
Non-Disc.$9.4M
Employees24
Clients0
DateSep 2021
Total AUM$445.8M
Discretionary$436.4M
Non-Disc.$9.4M
Employees24
Clients0
DateMar 2021
Total AUM$445.8M
Discretionary$436.4M
Non-Disc.$9.4M
Employees24
Clients0
DateNov 2020
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees24
Clients0
DateAug 2020
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees24
Clients0
DateMay 2020
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees24
Clients0
DateFeb 2020
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees24
Clients0
DateNov 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateAug 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees18
Clients0
DateNov 2018
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees19
Clients0
DateJun 2018
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees19
Clients0
DateApr 2018
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees19
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0