{
  "crd_number": 151373,
  "slug": "pgp-wealth-services-llc-151373",
  "primary_business_name": "PGP WEALTH SERVICES, LLC",
  "legal_name": "PGP WEALTH SERVICES, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-07-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 79193216.0,
  "raum_discretionary": 79193216.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6880398.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 72312818.0,
      "count": 32
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA"
  ],
  "websites": [
    "https://linkedin.com/in/troyrpeterson",
    "https://pgpwealthservices.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151373",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/pgp-wealth-services-llc-151373",
  "display_name": "PGP Wealth Services, LLC",
  "summary": "PGP Wealth Services, LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.",
  "citation": "AdvisorCensus. PGP Wealth Services, LLC (CRD 151373): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is PGP Wealth Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), PGP Wealth Services, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is PGP Wealth Services, LLC registered with the SEC or a state?",
      "a": "PGP Wealth Services, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 151373."
    },
    {
      "q": "How much does PGP Wealth Services, LLC manage?",
      "a": "PGP Wealth Services, LLC reports $79,193,216 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have PGP Wealth Services, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for PGP Wealth Services, LLC: Regulatory assets under management: $110,285,294 in the October 2022 data and $79,193,216 in the October 2026 data, down 28%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does PGP Wealth Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Does PGP Wealth Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151373"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 110285294.0,
      "total_employees": 1,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 91742000.0,
      "total_employees": 1,
      "filing_date": "2023-02-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 79193216.0,
      "total_employees": 1,
      "filing_date": "2026-06-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pgp-wealth-services-llc-151373.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 6880398.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 72312818.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151373",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}