Pfg Private Wealth Management, LLC
● SEC registered since 2018CRD 282301SEC# 801-113163Lutz, FL
Reg. AUM
$289M
Employees
7
Accounts
1,202
Location
Lutz, FL
Pfg Private Wealth Management, LLC assets under management
Pfg Private Wealth Management, LLC is an investment advisory firm registered with the SEC based in Lutz, FL. The firm has been registered since 2018. It reports $289 million in regulatory assets under management and employs 7 people.
Pfg Private Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Douglas Perry Control | President/Ceo/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Pfg Private Wealth Management, LLC manage?
Pfg Private Wealth Management, LLC reports $289 million in regulatory assets under management on its Form ADV.
How many employees does Pfg Private Wealth Management, LLC have?
Pfg Private Wealth Management, LLC reports 7 employees.
Where is Pfg Private Wealth Management, LLC located?
Pfg Private Wealth Management, LLC is based in Lutz, FL and has been SEC-registered since 2018.
Does Pfg Private Wealth Management, LLC disclose fund performance?
Pfg Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18572 N. Dale Mabry Hwy, Lutz, FL 33548 |
| Phone | 813-286-7776 |
| Fax | 813-286-6512 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1799957 |
| Discloses disciplinary history | No |
Regulatory AUM
$289M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$289Mregulatory AUM
Discretionary $288.3MNon-discretionary $744K