FCG WEALTH MANAGEMENT LLC

FCG WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 321734). Regulatory assets under management: $25.2M.

Registration

• CRD: 321734
• Type: Registered investment adviser
• Phone: 559-679-5010
• Latest filing: 2026-03-03
• Regulatory AUM: $25.2M
• Discretionary AUM: $18.8M
• Non-discretionary AUM: $6.4M
• Clients: 1
• Accounts: 108

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321734 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search