# PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 323146
- Type: SEC-registered investment adviser
- SEC file number: 801-126661
- Location: 7160 SW FIR LOOP, SUITE 201, PORTLAND, OR, 97223
- Phone: 503-253-3000
- Latest filing: 2026-04-02
- Regulatory AUM: $173.5M
- Discretionary AUM: $173.5M
- Clients: 7
- Accounts: 1,340

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Edward Mai | OWNER | — |
| Mateusz Wojciech Sudol | CCO / COO; OWNER | — |
| Robert Joseph Caldwell | CCO | — |
| CALDWELL GARNET JOSEPH | CCO; OWNER | — |
| MAI MATTHEW EDWARD | OWNER | — |
| SUDOL MATEUSZ WOJCIECH | OWNER | — |
| CALDWELL ROBERT | CCO; CHIEF COMPLIANCE OFFICER/ OWNER | — |
| SUDOL MATEUSZ | OWNER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CLACKAMAS | OR | 1 | 503-253-3000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323146/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323146/similar
- Related entities: https://search.stillhousedata.com/firm/323146/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323146

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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.