CCG WEALTH MANAGEMENT, LLC
Legal name: CENTURA WEALTH ADVISORY
CRD #296985 SEC #801-113284 SAN DIEGO, CA 858-771-9500
SEC Registered
Total AUM
$769.1M
Discretionary
$769.1M
Employees
47
Clients
25
Accounts
1,467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $769.1M | $769.1M | $0 | 47 | 10 |
| Jul 2025 | $769.1M | $769.1M | $0 | 47 | 10 |
| Jun 2025 | $769.1M | $769.1M | $0 | 47 | 10 |
| Mar 2025 | $769.1M | $769.1M | $0 | 47 | 10 |
| Nov 2024 | $643M | $643M | $0 | 39 | 13 |
| Oct 2024 | $643M | $643M | $0 | 39 | 13 |
| Oct 2024 | $643M | $643M | $0 | 39 | 13 |
| Jul 2024 | $643M | $643M | $0 | 39 | 13 |
| Apr 2024 | $643M | $643M | $0 | 39 | 13 |
| Mar 2024 | $643M | $643M | $0 | 39 | 13 |
| Feb 2024 | $665.2M | $665.2M | $0 | 34 | 33 |
| Mar 2023 | $665.2M | $665.2M | $0 | 34 | 33 |
| Feb 2023 | $572.8M | $572.8M | $0 | 21 | 29 |
| Oct 2022 | $572.8M | $572.8M | $0 | 21 | 29 |
| Oct 2022 | $572.8M | $572.8M | $0 | 21 | 29 |
| May 2022 | $572.8M | $572.8M | $0 | 21 | 29 |
| Mar 2022 | $572.8M | $572.8M | $0 | 21 | 29 |
| Mar 2022 | $338.2M | $338.2M | $0 | 19 | 8 |
| Feb 2022 | $338.2M | $338.2M | $0 | 19 | 8 |
| Jan 2022 | $338.2M | $338.2M | $0 | 19 | 8 |
| Sep 2021 | $338.2M | $338.2M | $0 | 19 | 8 |
| Jul 2021 | $338.2M | $338.2M | $0 | 19 | 8 |
| May 2021 | $338.2M | $338.2M | $0 | 19 | 8 |
| May 2021 | $338.2M | $338.2M | $0 | 19 | 8 |
| Mar 2021 | $338.2M | $338.2M | $0 | 19 | 8 |
| Mar 2021 | $327.3M | $327.3M | $0 | 16 | 7 |
| Dec 2020 | $327.3M | $327.3M | $0 | 16 | 7 |
| Jun 2020 | $327.3M | $327.3M | $0 | 16 | 7 |
| May 2020 | $327.3M | $327.3M | $0 | 16 | 7 |
| May 2020 | $327.3M | $327.3M | $0 | 16 | 7 |
| Apr 2020 | $327.3M | $327.3M | $0 | 16 | 7 |
| Mar 2020 | $327.3M | $327.3M | $0 | 16 | 7 |
| Dec 2019 | $259.4M | $259.4M | $0 | 13 | 3 |
| Mar 2019 | $259.4M | $259.4M | $0 | 13 | 3 |
| Dec 2018 | $201.5M | $201.5M | $0 | 11 | 0 |
| Dec 2018 | $201.5M | $201.5M | $0 | 11 | 0 |
| Oct 2018 | $201.5M | $201.5M | $0 | 11 | 0 |
| Sep 2018 | $201.5M | $201.5M | $0 | 11 | 0 |
| Sep 2018 | $201.5M | $201.5M | $0 | 11 | 0 |
| Jun 2018 | $0 | $0 | $0 | 13 | 0 |
| Apr 2018 | $0 | $0 | $0 | 13 | 0 |
DateAug 2025
Total AUM$769.1M
Discretionary$769.1M
Non-Disc.$0
Employees47
Clients10
DateJul 2025
Total AUM$769.1M
Discretionary$769.1M
Non-Disc.$0
Employees47
Clients10
DateJun 2025
Total AUM$769.1M
Discretionary$769.1M
Non-Disc.$0
Employees47
Clients10
DateMar 2025
Total AUM$769.1M
Discretionary$769.1M
Non-Disc.$0
Employees47
Clients10
DateNov 2024
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees39
Clients13
DateOct 2024
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees39
Clients13
DateOct 2024
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees39
Clients13
DateJul 2024
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees39
Clients13
DateApr 2024
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees39
Clients13
DateMar 2024
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees39
Clients13
DateFeb 2024
Total AUM$665.2M
Discretionary$665.2M
Non-Disc.$0
Employees34
Clients33
DateMar 2023
Total AUM$665.2M
Discretionary$665.2M
Non-Disc.$0
Employees34
Clients33
DateFeb 2023
Total AUM$572.8M
Discretionary$572.8M
Non-Disc.$0
Employees21
Clients29
DateOct 2022
Total AUM$572.8M
Discretionary$572.8M
Non-Disc.$0
Employees21
Clients29
DateOct 2022
Total AUM$572.8M
Discretionary$572.8M
Non-Disc.$0
Employees21
Clients29
DateMay 2022
Total AUM$572.8M
Discretionary$572.8M
Non-Disc.$0
Employees21
Clients29
DateMar 2022
Total AUM$572.8M
Discretionary$572.8M
Non-Disc.$0
Employees21
Clients29
DateMar 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateFeb 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateJan 2022
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateSep 2021
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateJul 2021
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateMay 2021
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateMay 2021
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateMar 2021
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees19
Clients8
DateMar 2021
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateDec 2020
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateJun 2020
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateMay 2020
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateMay 2020
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateApr 2020
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateMar 2020
Total AUM$327.3M
Discretionary$327.3M
Non-Disc.$0
Employees16
Clients7
DateDec 2019
Total AUM$259.4M
Discretionary$259.4M
Non-Disc.$0
Employees13
Clients3
DateMar 2019
Total AUM$259.4M
Discretionary$259.4M
Non-Disc.$0
Employees13
Clients3
DateDec 2018
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees11
Clients0
DateSep 2018
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees11
Clients0
DateSep 2018
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0