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PFG PRIVATE WEALTH MANAGEMENT, LLC
CRD 282301File 801-113163
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$289.0M
Below cohort median (national)
Discretionary AUM
$288.3M
Non-discretionary $744K
Clients
478
1,202 accounts
Employees
7
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 4, 2018
- Principal office
- 18572 N. DALE MABRY HWY, LUTZ, FL, 33548
- Phone
- 813-286-7776
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.0M
- Discretionary AUM
- $288.3M
- Non-discretionary AUM
- $744K
- Discretionary accounts
- 1,199
- Non-discretionary accounts
- 3
- Total accounts
- 1,202
- AUM per client
- $605K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $233K |
| High net worth individuals | 67 | $165.6M |
| Pension and profit sharing plans | Fewer than 5 | $8.6M |
| Individuals (other than high net worth individuals) | 407 | $114.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.