# PF WEALTH MANAGEMENT GROUP, LLC

PF WEALTH MANAGEMENT GROUP, LLC of OAKLAND, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 140015
- Type: SEC-registered investment adviser
- Location: 1970 BROADWAY, OAKLAND, CA, 94612
- Phone: 510-986-0598
- Latest filing: 2026-03-31
- Regulatory AUM: $35.2M
- Non-discretionary AUM: $35.2M
- Clients: 1
- Accounts: 122

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140015/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140015/similar
- Related entities: https://search.stillhousedata.com/firm/140015/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140015

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.