$79.2M Total AUM
$79.2M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Delta bridge
- Established Date
- 01-05-2010
- Office Locations
- 1
Office Locations
-- Burbank CA
About PGP Wealth Services, LLC
PGP Wealth Services, LLC is a Burbank, CA RIA led by founder Troy R. Peterson, CFP, providing financial planning and investment management with estate and tax planning plus insurance/life insurance guidance. The firm serves retail and accredited investors, using ETF- and index-fund–oriented portfolios (majority ETF exposure) alongside mutual funds, annuities, fixed income, and real estate. Custody includes Schwab.
Team overview
55 AVG AGE
$79.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Bridge eagle
Asset Classes
Vector pathway
Custodian
Ember Prime horizon Wave Alpha focus
Investment Themes
Zenith Quantum element Legacy delta Prime
Investment Vehicles
Wave
Platform
Eagle oak
Services
North Frontier optima Glacier zenith Oak Crest ridge Ridge momentum
Technology
Atlas oak
Owner & Executives
T
TROY RICHARD PETERSON
Certified Financial Planner, Chief Compliance Officer, Managing Member, Owner
- CRD
- #5709648
- Ownership
- 75% or more
(564) 577-6693
momentum.vertex@matrixcapital.com
in linkedin.com/in/catalyst-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,193,216 | $1,696,367 |
| Non-Discretionary | $0 | -- |
| Total | $79,193,216 | $1,696,367 |
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Separately Managed Accounts
Total SMA Asset: $79,193,216
Equity - Exchange:
30.1% Cash:
55.0% Public Funds:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,191,557,290 | 30.1% |
| Cash | $4,004,506,676 | 55.0% |
| Public Funds | $1,084,857,263 | 14.9% |
| Total | $7,280,921,229 | 100.0% |