PCG WEALTH MANAGEMENT

Legal name: PCG WEALTH ADVISORS, LLC

CRD 290977File 801-112183

APPROVED

Retail clients

Filing as of Jun 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$931.1M

Above cohort median (national)

Discretionary AUM

$896.1M

Non-discretionary $35.1M

Clients

1,954

4,710 accounts

Employees

Above cohort median in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Dec 15, 2017
Principal office: 5700 W. 112TH STREET,, SUITE 120, OVERLAND PARK, KS, 66211
Phone: (913) 323-3112
Website: HTTP://PCGSTRATEGIES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $931.1M
Discretionary AUM: $896.1M
Non-discretionary AUM: $35.1M
Discretionary accounts: 4,586
Non-discretionary accounts: 124
Total accounts: 4,710
AUM per client: $477K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.5M
Charitable organizations	8	$2.2M
High net worth individuals	233	$477.1M
Pension and profit sharing plans	124	$35.1M
Individuals (other than high net worth individuals)	1,586	$409.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1959	1954
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.