Pfs Signature Wealth LLC
● SEC registered since 2026CRD 342913SEC# 801-136587Tampa, FL
Reg. AUM
$211.6M
Employees
7
Accounts
573
Location
Tampa, FL
About Pfs Signature Wealth
PFS Signature Wealth is an independent wealth management firm serving a select group of families and business owners. It takes a fiduciary, personal approach focused on purpose, freedom, and stewardship amid complex financial pictures.
Summary based on the firm’s website.
Pfs Signature Wealth LLC assets under management
Pfs Signature Wealth LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2026. It reports $211.6 million in regulatory assets under management and employs 7 people.
Pfs Signature Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Paul Buckley | Chief Compliance Officer | Under 5% | 2026 |
| Jon David Pellecchia Control | Chief Executive Officer & Partner | 50-75% | 2026 |
| William Lee Mehserle Control | Partner | 25-50% | 2026 |
Frequently asked questions
How much does Pfs Signature Wealth LLC manage?
Pfs Signature Wealth LLC reports $211.6 million in regulatory assets under management on its Form ADV.
How many employees does Pfs Signature Wealth LLC have?
Pfs Signature Wealth LLC reports 7 employees.
Where is Pfs Signature Wealth LLC located?
Pfs Signature Wealth LLC is based in Tampa, FL and has been SEC-registered since 2026.
Does Pfs Signature Wealth LLC disclose fund performance?
Pfs Signature Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1405 W Swann Ave, Tampa, FL 33606 |
| Phone | 877-642-6110 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$211.6Mregulatory AUM
Discretionary $211.6M