# PGI Wealth Management

PGI Wealth Management is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** pgiwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/nicholas-mcelroy-50820662

## Regulatory record

- **CRD number:** 297517
- **SEC file number:** 801-119808
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297517

## About

Founded in 2018 and headquartered in Alpharetta, Georgia, PGI Wealth Management is a registered investment adviser serving a broad client base that spans individuals, high-net-worth families, businesses, and institutional entities such as pension plans. The firm operates without a disclosed single-family anchor, positioning itself as a provider of integrated advisory services rather than a dedicated family office. The firm's investment posture combines advisory and discretionary portfolio management across liquid markets. Service lines disclosed on its website include investment management, retirement planning, estate and legacy planning, and insurance planning for individual and family clients. For businesses and business owners, PGI offers retirement plan services, group insurance, exit and succession strategies, business protection, and key employee benefits. No direct-investment, private-market, or alternative-asset mandates are publicly evident from available materials. PGI Wealth Management has not publicly disclosed its assets under management, total deployment figures, or team size. Its website does not list named professionals, office locations beyond Alpharetta, or participation in external peer networks or club structures. No recent operational events — such as personnel moves, new fund structures, or strategic expansions — have been identified in the past 24 months from the limited public footprint reviewed. PGI's structural differentiator lies in its broad service architecture for an advice-centric firm of its apparent scale: a single point of delivery spanning personal financial planning, business-owner exit strategy, and institutional retirement plans. This places it in a category of multi-client RIAs that compete on breadth of financial-planning integration rather than proprietary deal flow or a concentrated pool of family capital.

## Questions

### How is PGI Wealth Management's advisory team organized?

PGI Wealth Management has not publicly disclosed named principals, investment committee details, or a roster of advisors on its website or through other captured channels. Without this information, the firm's leadership structure and investment decision-making process remain opaque to external reviewers.

### Does PGI Wealth Management offer alternative investment access?

Based on the firm's public disclosures, PGI Wealth Management's menu centers on financial planning, investment management, retirement solutions, insurance planning, and business-owner succession services. No dedicated alternative-asset strategies — such as private equity, venture capital, real estate, or hedge fund allocation — are explicitly mentioned in its current client-facing materials.

### Where is PGI Wealth Management based, and what is its geographic focus?

The firm is headquartered in Alpharetta, Georgia. Its service model does not appear to depend on additional physical offices or a defined multi-region footprint, and available information does not specify whether its client relationships are concentrated locally or distributed nationally.

## Related profiles

- [PGIM Private Capital](https://altss.com/profile/pgim-private-capital)
- [PGP Wealth Services](https://altss.com/profile/pgp-wealth-services)

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Last updated: 2026-06-03T20:00:00.000Z

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