PGP WEALTH SERVICES, LLC

PGP WEALTH SERVICES, LLC is an SEC-registered investment adviser (CRD 151373). Regulatory assets under management: $79.2M.

Registration

• CRD: 151373
• SEC file number: 801-123430
• Type: Registered investment adviser
• Phone: 818-842-5625
• Latest filing: 2026-06-10
• Regulatory AUM: $79.2M
• Discretionary AUM: $79.2M
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM.

Clients served: High net worth, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 151373 on SEC IAPD (source of record)
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