# PCG WEALTH ADVISORY, LLC

PCG WEALTH ADVISORY, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 147880
- Type: SEC-registered investment adviser
- SEC file number: 801-69979
- Location: 960 AVENUE OF THE AMERICAS, 2ND FLOOR, NEW YORK, NY, 10001
- Phone: 212-560-0690
- Latest filing: 2009-05-14
- Regulatory AUM: $50.1M
- Non-discretionary AUM: $50.1M
- Clients: 1
- Accounts: 14

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [URBEALIS RICHARD CHARLES](https://search.stillhousedata.com/person/774113) | MANAGER; MEMBER | — |
| [TUTTLE MATTHEW BENJAMIN](https://search.stillhousedata.com/person/787146) | MANAGER; OWNER | — |
| [BERNIER BRIAN MICHAEL](https://search.stillhousedata.com/person/792060) | MANAGER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147880/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147880/similar
- Related entities: https://search.stillhousedata.com/firm/147880/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147880

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.