Price Financial Group Wealth Management, Inc.
Price Financial Group Wealth Management, Inc. is an SEC-registered mass-market adviser in Portland, OR with $173.5M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Price Financial Group Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323146, SEC 801-126661, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $173.5M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 7
- Clients
- 549
- CRD
- 323146
- Ownership
- PRICE FINANCIAL GROUP, INC.; CALDWELL, ROBERT; MAI, MATTHEW, EDWARD; CALDWELL, ROBERT, JOSEPH; SUDOL, MATEUSZ, WOJCIECH
How much AUM does Price Financial Group Wealth Management, Inc. have?
Price Financial Group Wealth Management, Inc. reported $173.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Price Financial Group Wealth Management, Inc.?
Disclosed owners and executives of Price Financial Group Wealth Management, Inc. include PRICE FINANCIAL GROUP, INC., CALDWELL, ROBERT, MAI, MATTHEW, EDWARD, CALDWELL, ROBERT, JOSEPH, SUDOL, MATEUSZ, WOJCIECH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.