Pcg Wealth Advisors, Llc
- Regulatory AUM
- $931M
- Discretionary
- $896M
- Clients
- 1,959
- Avg AUM / client
- $475K
- Accounts
- 4,710
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,586 | $409M | 43.9% |
| High net worth individuals | 233 | $477M | 51.2% |
| Pension and profit sharing plans | 124 | $35.1M | 3.77% |
| Charitable organizations | 8 | $2.2M | 0.24% |
| Corporations and other businesses | 3 | $1.5M | 0.16% |
| Other | 5 | $6.2M | 0.67% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexandra Kiley Kurth Garden | President And Managing Member | CFP | Nov 2017 (9y) | 25% – 50% |
| Craig Joseph Kurth | Ceo And Chief Compliance Officer, Managing Member | CFP | Nov 2017 (9y) | 50% – 75% |
| Christopher Raymond Wade | Registered representative | Jan 2018 (9y) | ||
| Jonathan David Lall | Registered representative | Jan 2018 (9y) | ||
| Michael Kevin Garden | Registered representative | Jan 2018 (9y) | ||
| Herman Edvin Lall | Registered representative | Jan 2018 (9y) | ||
| Richard Kent Johnson | Registered representative | Jan 2018 (9y) | ||
| Bradley Sheldon Morris | Registered representative | CFP | Jan 2018 (9y) | |
| James Michael Schank | Registered representative | Dec 2018 (8y) | ||
| John Joseph Skowronski | Registered representative | Jun 2019 (7y) | ||
| Robert Charles Wright | Registered representative | CFP | Aug 2019 (7y) | |
| Douglas Alan Davis | Registered representative | CFP | Sep 2021 (5y) | |
| Lisa Faye Leisure | Registered representative | Sep 2021 (5y) | ||
| Michael Patrick Petrosky | Registered representative | Sep 2021 (5y) | ||
| Scott Andraius Muss | Registered representative | Sep 2021 (5y) | ||
| Andrew Ross Warner | Registered representative | Apr 2023 (3y) | ||
| William James Hudnall | Registered representative | Feb 2024 (2y) | ||
| Michael Edward Johnson | Registered representative | Sep 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $931M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗