PFG PRIVATE WEALTH MANAGEMENT, LLC

PFG PRIVATE WEALTH MANAGEMENT, LLC of LUTZ, FL is an SEC-registered investment adviser (CRD 282301). Regulatory assets under management: $289.0M.

Registration

• CRD: 282301
• SEC file number: 801-113163
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 282301 on SEC IAPD (source of record)
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