Pgp Wealth Services, LLC
Pgp Wealth Services, LLC is an SEC-registered ria with $83.1M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Pgp Wealth Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151373, data through 2024-07-10.
- AUM (assets under management / regulatory AUM)
- $83.1M (2024-07-10)
- Firm type
- Ria
- Employees
- 1
- Clients
- 49
- CRD
- 151373
- Ownership
- PETERSON, TROY, RICHARD
How much AUM does Pgp Wealth Services, LLC have?
Pgp Wealth Services, LLC reported $83.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-07-10).
Who owns Pgp Wealth Services, LLC?
Disclosed owners and executives of Pgp Wealth Services, LLC include PETERSON, TROY, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.