# CGI WEALTH ADVISORS, INC.

CGI WEALTH ADVISORS, INC. of FRAZER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 311273
- Type: SEC-registered investment adviser
- SEC file number: 801-119875
- Location: SWEDESFORD CORPORATE CENTER, 601 SWEDESFORD ROAD, FRAZER, PA, 19355
- Phone: 610 854-1425
- Latest filing: 2026-03-31
- Regulatory AUM: $129.4M
- Discretionary AUM: $129.4M
- Clients: 2
- Accounts: 121

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Vance Bradley Palmer | VICE-PRESIDENT & CCO | — |
| Aaron John Harken | PRESIDENT | — |
| HARKEN AARON JOHN | PRESIDENT; VICE PRESIDENT | — |
| PALMER VANCE BRADLEY | PRESIDENT & CCO; VICE-PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311273/similar
- Related entities: https://search.stillhousedata.com/firm/311273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311273

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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.