Price Financial Group Wealth Management, Inc.
● SEC registered since 2022CRD 323146SEC# 801-126661Portland, OR
Reg. AUM
$173.5M
Employees
7
Accounts
1,340
Location
Portland, OR
Price Financial Group Wealth Management, Inc. assets under management
Price Financial Group Wealth Management, Inc. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2022. It reports $173.5 million in regulatory assets under management and employs 7 people.
Price Financial Group Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mateusz Wojciech Sudol Control | Cco / Coo | Under 5% | 2026 |
| Price Financial Group, Inc. Control | Owner | Over 75% | 2021 |
| Mateusz Wojciech Sudol Control | Owner | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Price Financial Group Wealth Management, Inc. manage?
Price Financial Group Wealth Management, Inc. reports $173.5 million in regulatory assets under management on its Form ADV.
How many employees does Price Financial Group Wealth Management, Inc. have?
Price Financial Group Wealth Management, Inc. reports 7 employees.
Where is Price Financial Group Wealth Management, Inc. located?
Price Financial Group Wealth Management, Inc. is based in Portland, OR and has been SEC-registered since 2022.
Does Price Financial Group Wealth Management, Inc. disclose fund performance?
Price Financial Group Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7160 SW Fir Loop, Suite 201, Portland, OR 97223 |
| Phone | 503-253-3000 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.5M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$173.5Mregulatory AUM
Discretionary $173.5M