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PGP WEALTH SERVICES, LLC

· CRD 151373 · IAPD ↗ · pgpwealthservices.com · 818-842-5625

$83.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — PGP WEALTH SERVICES, LLC (location n/a) left the SEC roster (was $83.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
July 2024 — PGP WEALTH SERVICES, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.