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PCG WEALTH MANAGEMENT

OVERLAND PARK, KS · CRD 290977 · IAPD ↗ · pcgstrategies.com · (913) 323-3112

$931.1MRegulatory AUM
24Advisory reps
24Employees
0Clients
101-250Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — PCG WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — PCG WEALTH MANAGEMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — PCG WEALTH MANAGEMENT notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — PCG WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
February 2024 — PCG WEALTH MANAGEMENT notice-filed in AR, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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