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PFG PRIVATE WEALTH MANAGEMENT, LLC
CRD 282301 · SEC 801-113163
18572 N. DALE MABRY HWY, LUTZ, FL, 33548, United States
Phone
813-286-7776
Fax
813-286-6512
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.0M
Discretionary AUM
$288.3M
Team
7 total employees; 7 advisory reps; 478 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 407 | $114.5M |
| High net worth individuals | 67 | $165.6M |
| Pension/profit sharing plans | 3 | $8.6M |
| Charitable organizations | 1 | $233K |
States served
GA, LA, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD