Ccg Wealth Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 588
- Avg AUM / client
- $2.0M
- Accounts
- 2,558
- Employees
- 64
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 363 | $129M | 10.8% |
| High net worth individuals | 211 | $1.0B | 86.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $364K | 0.03% |
| Corporations and other businesses | 9 | $14.1M | 1.18% |
| Other | 5 | $15.3M | 1.28% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| 403(b) Thrift Plan For Cw Group, Inc. Cw Resources, Inc. | 2024 | |
| Costar Realty Information, Inc. 401(k) Retirement Plan Costar Realty Information, Inc. | 2024 | |
| Carnegie Dartlet, Llc 401(k) Plan Carnegie Dartlet Llc | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek Clifford Myron | Managing Director | CFP | Nov 2013 (13y) | 50% – 75% |
| Malmstrom, Kyle, Lee | Managing Director | Nov 2013 (13y) | 25% – 50% | |
| Christopher Edward Osmond | Chief Investment Officer, Chief Compliance Officer | CFP | Mar 2022 (4y) | Less than 5% |
| Matthew Richard Griffith | Registered representative | CFP | Feb 2019 (7y) | |
| Sean Kelley Clark | Registered representative | Mar 2019 (7y) | ||
| Zoe Rubendall | Registered representative | Aug 2019 (7y) | ||
| David Martinez | Registered representative | May 2022 (4y) | ||
| Samantha Drew Lawrence | Registered representative | CFP | May 2022 (4y) | |
| Joshua Paul Nunn | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Peter Stephen Staab | Registered representative | Oct 2023 (3y) | ||
| Raleigh Brooks Watson | Registered representative | Sep 2024 (2y) | ||
| Jacob Ryan Shiffrin | Registered representative | CFP | Nov 2024 (2y) | |
| Rachel Sierra Self | Registered representative | Jan 2025 (2y) | ||
| Matthew J Cayelli | Registered representative | May 2025 (1y) | ||
| Andrew James Davies | Registered representative | CFP | Jun 2025 (1y) | |
| Justin Simmons | Registered representative | CFP | Jul 2025 (1y) | |
| Lyndsay Davies | Registered representative | Jul 2025 (1y) | ||
| Parshad Kirpal Singh | Registered representative | CFP | Nov 2025 (1y) | |
| Curtis William Custard | Registered representative | CFA | Jan 2026 (1y) | |
| Andrew Ryan Drennan | Registered representative | CFP | May 2026 (0y) | |
| Cade Benjamin Buchanan | Registered representative | Jun 2026 (0y) | ||
| Luca Nmn Vivan De Queiroz | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ccg Wm Holding Company, Llc | Owner | Nov 2019 | A | 5% – 10% |
Undisclosed: 0% – 20% 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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| 403(b) Thrift Plan For Cw Group, Inc. | Cw Resources, Inc. | 2,339 | $20.7M | 07/01/2024 |
| Costar Realty Information, Inc. 401(k) Retirement Plan | Costar Realty Information, Inc. | 5,808 | $753M | 01/01/2024 |
| Carnegie Dartlet, Llc 401(k) Plan | Carnegie Dartlet Llc | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1000 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $811M (68% of AUM) Jun 2026
- First Clearing, Llc $14.2M (4% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 02, 2026.
View current Form ADV (SEC/IAPD) ↗