# PCG Wealth Management PCG Wealth Management is a Bank / Wealth / Trust based in Overland Park, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Overland Park, United States - **Region:** North America - **Address:** 1251 NW Briarcliff Parkway Suite 235, Kansas City, MO 64116, United States - **Founded:** 2017 - **Assets under management:** Undisclosed - **Website:** pcgstrategies.com - **LinkedIn:** https://www.linkedin.com/company/pcg-wealth-management ## Regulatory record - **CRD number:** 290977 - **SEC file number:** 801-112183 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290977 ## About PCG Wealth Management was formed in 2017 by Craig Kurth, a CFP® who now serves as CEO, alongside a group of wealth advisors operating under separate local banners. The firm’s founding ties together several previously independent practices—WealthSprings LLC, Limestone Wealth Management, and individual advisor teams—into a single platform that shares compliance, operational support, and a common philosophy centered on distribution planning and tax efficiency. The firm maintains dual headquarters in Kansas City, Missouri, and Overland Park, Kansas, with additional offices in Independence, Missouri; Lombard, Illinois; Excelsior Springs, Missouri; and Louisville, Kentucky. PCG’s deployment model is rooted in financial planning for high-net-worth individuals, charitable organizations, and corporations, with an emphasis on three service pillars: income distribution design, risk management, and customized planning strategies. Unlike a single-pool family office or institutional asset manager, the firm does not manage a consolidated proprietary book of alternative assets. Instead, each advisor team constructs portfolios using the LPL Financial platform, which provides access to a range of securities, managed accounts, and insurance products. The firm’s strategy does not center on direct company investments, venture capital, or club deals; its value proposition is the integration of tax-efficient withdrawal structures and protective risk management for clients nearing or in retirement. The firm lists approximately two dozen professionals on its public team page, including multiple CFP® and CMFC® designees. The advisor roster extends across its office network, with senior leaders such as Herman Lall and Christopher Wade operating semi-autonomous practices in Overland Park and Independence, respectively. The WealthSprings LLC unit, led by Robert Wright, adds a dedicated retirement-planning and investment management arm in Excelsior Springs. As of the most recent available data, no specific AUM or total client-asset figure is publicly disclosed, and the firm has not announced a dated operational event—such as a merger, acquisition, or leadership change—in the last 24 months. PCG’s structural distinction lies in its federated architecture: multiple LPL-registered advisor entities share a central administrative and compliance chassis while maintaining independent branding, local offices, and separate client rosters. This hybrid allows each advisor to operate with entrepreneurial autonomy while benefiting from centralized operations, a model that differs from both fully integrated RIAs and standalone solo practices. Succession appears tied to the Kurth family, with Alexandra Kurth Garden serving as president alongside her father, a governance arrangement common among ensemble practices that embed next-generation leadership early. ## Offices - Overland Park, KS - Independence, MO - Lombard, IL - Excelsior Springs, MO - Louisville, KY ## People - Craig Kurth — CEO & Wealth Advisor - Alexandra Kurth Garden — President & Wealth Advisor - Michael Garden — Wealth Advisor & Vice President of Operations - Herman Lall — Senior Vice President, Wealth Advisor - Christopher R. Wade — Senior Vice President, Wealth Advisor - John J. Skowronski II — Vice President & Wealth Advisor - Robert C. Wright, Jr. — President & CEO, WealthSprings LLC ## Questions ### How is PCG Wealth Management structured—single RIA or network of independent practices? PCG operates as a platform of independent advisor teams, each registered with LPL Financial and maintaining separate office locations and local branding. The firm provides centralized compliance, operational support, and a shared service philosophy, but advisors such as Robert Wright (WealthSprings LLC) and the Limestone Wealth Management partners run distinct client books under the PCG umbrella. This federated structure is visible on PCG’s team page, where multiple LPL-registered individuals report under different local practice names. ### What is the relationship between PCG Wealth Management and LPL Financial? PCG’s advisors use LPL Financial as their brokerage and registered investment advisor custodian. The majority of the firm’s professionals carry lpl.com email addresses and are registered through LPL, which provides the investment platform, compliance oversight, and product access for client accounts. PCG itself is not an independent broker-dealer; it operates within LPL’s corporate RIA and broker-dealer infrastructure. ### What types of clients does PCG Wealth Management serve? The firm states it serves individuals, high-net-worth clients, charitable organizations, and corporations, with a focus on creating tax-efficient income distribution plans. Its service pillars—Distribute, Protect, Plan—suggest a core concentration on clients approaching or in retirement who need structured withdrawal strategies and risk management rather than early-stage accumulation or institutional consulting. ### What is the firm’s known posture on co-investments alongside external GPs? PCG does not disclose any co-investment program or club-deal activity. Given its structure as an ensemble of LPL-affiliated financial planners rather than an institutional asset aggregator, co-investment alongside external general partners is not part of the publicly stated business model. ## Related profiles - [PCG Asset Management](https://altss.com/profile/pcg-asset-management) - [PCJ Investment Counsel](https://altss.com/profile/pcj-investment-counsel) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/pcg-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology