CCG Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
CCG Wealth Management reports 588 clients. They include 363 individual clients, 211 high-net-worth individuals, and 9 corporations and other businesses. Nearly all assets ($1.2B across 2,556 accounts) are managed with discretion; $3.81K across 2 accounts are not. Of its clients, 2% are outside the U.S. It advised 29 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 11% |
| High-net-worth individuals | 36% | 87% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | 1% |
| Other | <1% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 363 | $129M | 10.8% | $354K |
| High-net-worth individuals | 211 | $1.04B | 86.8% | $4.92M |
| Pension and profit-sharing plans | Fewer than 5 | $364K | 0.0% | — |
| Corporations and other businesses | 9 | $14.1M | 1.2% | $1.57M |
| Other | 5 | $15.3M | 1.3% | $3.06M |
| Total | 588 | $1.2B | 100% | — |
- Clients
- 363
- Regulatory AUM
- $129M
- AUM share
- 10.8%
- Avg. per client
- $354K
- Clients
- 211
- Regulatory AUM
- $1.04B
- AUM share
- 86.8%
- Avg. per client
- $4.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $364K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $14.1M
- AUM share
- 1.2%
- Avg. per client
- $1.57M
- Clients
- 5
- Regulatory AUM
- $15.3M
- AUM share
- 1.3%
- Avg. per client
- $3.06M
Total
- Clients
- 588
- Regulatory AUM
- $1.2B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 29
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
CCG Wealth Management charges up to 1.25% a year for its Investment Management Fees. The fee is billed in advance and requires an account of at least $2,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed on a fixed, monthly or hourly basis: fixed fees up to $250,000, or hourly fees from $170 to $1,170.
CCG WM Holding Company, LLC owns 75% or more of CCG Wealth Management and is in turn owned by Derek Myron (50–75%) and Kyle Malmstrom (25–50%). The leadership team of CCG Wealth Management includes Chief Investment Officer Curtis Custard and Chief Compliance Officer Jennifer Krakower. It has 64 employees, 19 of them in advisory roles.
Leadership
- Jennifer KrakowerChief Compliance Officer
- Christopher BarnesChief Operations Officer
- Curtis CustardChief Investment Officer
- Andrew DaviesManaging Director
- Kyle MalmstromOwner
- Derek MyronManaging Director
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Cade Benjamin Buchanan
- Matthew J Cayelli
- Sean Kelley Clark
- Curtis William Custard
- Andrew James Davies
- Lyndsay Davies
- Matthew Richard Griffith
- Samantha Drew Lawrence
- David Martinez
- Derek Clifford Myron
- Joshua Paul Nunn
- Zoe Rubendall
- Rachel Sierra Self
- Jacob Ryan Shiffrin
- Justin Simmons
- Parshad Kirpal Singh
- Peter Stephen Staab
- Luca NMN Vivan de Queiroz
Staff
- 64 employees
- 19 in advisory functions
- 19 state-registered reps
- 13 insurance agents
- 3 soliciting firms
- Owns 75% or more of CCG Wealth Management, LLC
CCG WM Holding Company, LLC
Control person · since November 2019
- Owns 50% to 75% of CCG WM Holding Company, LLC
Derek Myron
Control person · since November 2019
- Owns 25% to 50% of CCG WM Holding Company, LLC
Kyle Malmstrom
since November 2019
CCG Wealth Management’s regulatory assets grew 3.5× from $338M (July 2021) to $1.2B (September 2026); clients rose from 335 to 588 and employees from 19 to 64.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.2B | 588 | 64 | 4 |
| July 2025 | $769M | 547 | 47 | 3 |
| July 2024 | $643M | 569 | 39 | 5 |
| March 2023 | $665M | 575 | 34 | 5 |
| May 2022 | $573M | 461 | 21 | 5 |
| July 2021 | $338M | 335 | 19 | 3 |
Besides its headquarters, CCG Wealth Management has 3 offices (2 private residences, listed without an address), with 2 listed addresses in California.
California · 2 listed addresses
- 12255 El Camino Real, Suite 125, San DiegoHQ
- 25109 Jefferson Ave, Murrieta
Contact and registration details
- Legal name
- CCG Wealth Management, LLC
- Headquarters
- 12255 El Camino Real, Suite 125, San Diego, CA 92130
- Website
- centurawealth.com
- Phone
- 858-771-9500
- @centura-wealth-advisory
- SEC file
- 801-113284
- Structure
- California LLC
- Fiscal year end
- December
CCG Wealth Management uses Charles Schwab ($811M) as custodian for its separately managed accounts. CCG Wealth Management has custody of $268M in client assets for 449 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $811M100%
At year end, CCG Wealth Management’s separately managed accounts were mostly in funds (62%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $431M across 150 positions; the largest are SPDR Series Trust (13.2%), Invesco Qqq TR (8.6%) and iShares TR (7.7%).
What the accounts hold
- Stocks16%
- Funds62%
- Registered funds41%
- Pooled vehicles21%
- Bonds5%
- State and local bonds3%
- Investment grade corporate bonds2%
- Cash17%
Reported 13F holdings
- $431M
- Reported 13F value
- 150
- Positions
- 58.2%
- In the 10 largest
- +16.9%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500etf13.2%
- Invesco Qqq TR · Unit Ser 18.6%
- iShares TR · Rus Mid Cap ETF7.7%
- SPDR Series Trust · ST Str P500grw6.9%
- Schwab Strategic TR · Intl Eqty ETF6.3%
- iShares TR · Core S&P Scp ETF4.0%
- Schwab Strategic TR · US Tips ETF3.6%
- State Str SPDR S&P 500 ETF T · TR Unit2.9%
- Apple Inc.2.9%
- Innovator ETFS Trust · Quity Managd Flr2.2%
Together, the ten largest are 58.2% of reported value.
How many clients does CCG Wealth Management have?
CCG Wealth Management has 588 clients and manages $1.2 billion for them, as of September 2026. They include 363 individual clients, 211 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does CCG Wealth Management offer?
CCG Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does CCG Wealth Management charge?
CCG Wealth Management charges up to 1.25% a year for its Investment Management Fees. The fee is billed in advance and requires an account of at least $2,000,000.
Source: CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE, filed 27 March 2026
Which custodians does CCG Wealth Management use?
CCG Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $811M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does CCG Wealth Management have?
CCG Wealth Management has 19 investment adviser representatives registered with state securities authorities, out of 64 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CCG Wealth Management invest in?
At the end of its last fiscal year, CCG Wealth Management’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 21% pooled vehicles (private funds and similar), 17% cash and equivalents, 16% exchange-traded equities, 3% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does CCG Wealth Management have a minimum investment?
Yes, CCG Wealth Management’s minimum account size for its Investment Management Fees is $2M.
Source: CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE, filed 27 March 2026
Who owns CCG Wealth Management?
CCG Wealth Management is owned through a holding company by Derek Myron and Kyle Malmstrom. Its direct owner is CCG WM Holding Company, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does CCG Wealth Management get paid?
CCG Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is CCG Wealth Management registered with the SEC?
Yes, CCG Wealth Management has been registered with the SEC as an investment adviser since 23 May 2018. Its CRD number is 296985 and its SEC file number is 801-113284.
Source: Form ADV Part 1A, Item 1, filed 29 September 2026; IAPD firm record
How do I contact CCG Wealth Management?
CCG Wealth Management’s main office is at 12255 El Camino Real, Suite 125, San Diego, CA 92130. Its phone number is 858-771-9500. Its website is centurawealth.com.