PF WEALTH MANAGEMENT GROUP, LLC

PF WEALTH MANAGEMENT GROUP, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 140015). Regulatory assets under management: $35.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 140015
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search