PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

CRD 323146File 801-126661

APPROVED

Retail clients

Filing as of Apr 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$173.5M

Bottom 25% of cohort (national)

Discretionary AUM

$173.5M

Clients

549

1,340 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Sep 30, 2022
Principal office: 7160 SW FIR LOOP, SUITE 201, PORTLAND, OR, 97223
Phone: 503-253-3000
Website: https://www.pricefg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $173.5M
Discretionary AUM: $173.5M
Non-discretionary AUM: $0
Discretionary accounts: 1,340
Non-discretionary accounts: 0
Total accounts: 1,340
AUM per client: $316K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$1.2M
High net worth individuals	15	$26.1M
Pension and profit sharing plans	37	$4.8M
Individuals (other than high net worth individuals)	496	$141.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.