Pfs Signature Wealth LLC
● SEC registered since 2026CRD 342913SEC# 801-136587Tampa, FL
Reg. AUM
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Employees
7
Accounts
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Location
Tampa, FL
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 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 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
EmployeesTop 51%
More than 49% of 16,825 advisers