Pfg Private Wealth Management, LLC
Pfg Private Wealth Management, LLC is an SEC-registered mass-market adviser in Lutz, FL with $289.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Pfg Private Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282301, SEC 801-113163, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $289.0M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Lutz, FL
- Employees
- 7
- Clients
- 478
- CRD
- 282301
- Ownership
- PERRY, ROBERT, MONTGOMERY; PERRY, JEFFREY, DOUGLAS
How much AUM does Pfg Private Wealth Management, LLC have?
Pfg Private Wealth Management, LLC reported $289.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Pfg Private Wealth Management, LLC?
Disclosed owners and executives of Pfg Private Wealth Management, LLC include PERRY, ROBERT, MONTGOMERY, PERRY, JEFFREY, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.