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CENTURA WEALTH ADVISORY
Legal name: CCG WEALTH MANAGEMENT, LLC
CRD 296985File 801-113284
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $4K
Clients
583
2,558 accounts
Employees
64
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 23, 2018
- Principal office
- 12255 EL CAMINO REAL, SUITE 125, SAN DIEGO, CA, 92130
- Phone
- 858-771-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $4K
- Discretionary accounts
- 2,556
- Non-discretionary accounts
- 2
- Total accounts
- 2,558
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $14.1M |
| High net worth individuals | 211 | $1.04B |
| Pension and profit sharing plans | Fewer than 5 | $364K |
| Individuals (other than high net worth individuals) | 363 | $128.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 588 | 583 | decreased by5 |
| Apr 1, 2026 | Employees | 47 | 64 | increased by17 |
| Apr 1, 2026 | Clients | 547 | 588 | increased by41 |
| Apr 1, 2026 | AUM | $769,086,884 | $1,195,740,335 | increased by$426,653,451 |
| Apr 1, 2026 | Accounts | 1,467 | 2,558 | increased by1,091 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 47 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 461 | 547 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $572,803,176 | $769,086,884 | increased by$196,283,708 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,194 | 1,467 | increased by273 |
| Apr 1, 2022 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2022 | Clients | 335 | 461 | increased by126 |
| Apr 1, 2022 | AUM | $338,218,185 | $572,803,176 | increased by$234,584,991 |
| Apr 1, 2022 | Accounts | 857 | 1,194 | increased by337 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CENTURA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTURA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.