CCG WEALTH MANAGEMENT, LLC
Doing business as CENTURA WEALTH ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$1,195,740,335
Discretionary
$1,195,736,524
Non-discretionary
$3,811
Firm details
- CRD number
- 296985
- SEC file number
- 801-113284
- Main office
- SAN DIEGO, CA, United States
- Employees
- 64
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.