# PGP Wealth Services, LLC

> 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.

- CRD: 151373
- Filed as: PGP WEALTH SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151373
- AdvisorCensus page: https://advisorcensus.com/firm/pgp-wealth-services-llc-151373

## Quick answers

**How is PGP Wealth Services, LLC compensated?**
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.

**Is PGP Wealth Services, LLC registered with the SEC or a state?**
PGP Wealth Services, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 151373.

**How much does PGP Wealth Services, LLC manage?**
PGP Wealth Services, LLC reports $79,193,216 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have PGP Wealth Services, LLC's assets and staff changed since 2022?**
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.

**What types of clients does PGP Wealth Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (20).

**Does PGP Wealth Services, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $79,193,216
- Discretionary: $79,193,216
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $6,880,398 |
| High net worth individuals | 32 | $72,312,818 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pgpwealthservices.com
- LinkedIn @troyrpeterson

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $110,285,294 | 1 | September 12, 2022 |
| October 2023 | $91,742,000 | 1 | February 8, 2023 |
| October 2026 | $79,193,216 | 1 | June 10, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PGP Wealth Services, LLC (CRD 151373): Form ADV filing data as of October 2026.