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PF WEALTH MANAGEMENT GROUP, LLC
CRD 140015
1970 BROADWAY, SUITE 525, OAKLAND, CA, 94612, United States
Phone
510-986-0598
Fax
510-380-2045
Registration
— (—)
Source
State registered
Total AUM
$35.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $15.7M |
| High net worth individuals | 4 | $14.6M |
| Pension/profit sharing plans | 2 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD