# PFG PRIVATE WEALTH MANAGEMENT, LLC

PFG PRIVATE WEALTH MANAGEMENT, LLC of LUTZ, FL is an SEC-registered investment adviser.

## Registration

- CRD: 282301
- Type: SEC-registered investment adviser
- SEC file number: 801-113163
- Location: 18572 N. DALE MABRY HWY, LUTZ, FL, 33548
- Phone: 813-286-7776
- Latest filing: 2026-03-13
- Regulatory AUM: $289.0M
- Discretionary AUM: $288.3M
- Non-discretionary AUM: $744K
- Clients: 7
- Accounts: 1,202

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Montgomery Perry | CHAIRMAN | — |
| Jeffrey Douglas Perry | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | — |
| PERRY ROBERT MONTGOMERY | CHAIRMAN | — |
| PERRY JEFFREY DOUGLAS | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282301/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282301/similar
- Related entities: https://search.stillhousedata.com/firm/282301/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282301

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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.