PFG Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
PFG Private Wealth Management reports 478 clients. They include 407 individual clients, 67 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 99.7% ($288M across 1,199 accounts) are managed with discretion; $744K across 3 accounts are not. It advised 478 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 40% |
| High-net-worth individuals | 14% | 57% |
| Pension and profit-sharing plans | <1% | 3% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 407 | $115M | 39.6% | $281K |
| High-net-worth individuals | 67 | $166M | 57.3% | $2.47M |
| Pension and profit-sharing plans | Fewer than 5 | $8.64M | 3.0% | $2.88M |
| Charitable organizations | 1 | $233K | 0.1% | $233K |
| Total | 478 | $289M | 100% | — |
- Clients
- 407
- Regulatory AUM
- $115M
- AUM share
- 39.6%
- Avg. per client
- $281K
- Clients
- 67
- Regulatory AUM
- $166M
- AUM share
- 57.3%
- Avg. per client
- $2.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.64M
- AUM share
- 3.0%
- Avg. per client
- $2.88M
- Clients
- 1
- Regulatory AUM
- $233K
- AUM share
- 0.1%
- Avg. per client
- $233K
Total
- Clients
- 478
- Regulatory AUM
- $289M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 478
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
PFG Private Wealth Management charges 0.50%–1.45% a year for its Portfolio Management Fees. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Negotiated fixed fee of $150 to $15,000, or an hourly fee of $150 to $500.
- Pension Consulting
- Fixed fee of $150 to $35,000, hourly fee of $150 to $500, or an asset-based fee from 0.50% to 0.20% on a single-rate schedule.
Jeffrey Perry owns 75% or more of PFG Private Wealth Management. The leadership team of PFG Private Wealth Management includes President Jeffrey Perry. It has 7 employees.
Leadership
- Jeffrey PerryPresident/CEO/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Robert McDevitt
- Jacob Alexander Perry
- Jeffrey Douglas Perry
- Nicholas Andrew Perry
- Joao Augusto Teixeira
- Andrew Jared Whitten
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 7 insurance agents
- 2 soliciting firms
- Owns 75% or more of PFG Private Wealth Management, LLC
Jeffrey Perry
Control person · since November 2015
PFG Private Wealth Management’s regulatory assets grew from $198M (June 2021) to $289M (March 2026); clients rose from 453 to 478 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $289M | 478 | 7 | 1 |
| July 2025 | $239M | 439 | 8 | 1 |
| February 2024 | $204M | 414 | 6 | 1 |
| April 2023 | $240M | 588 | 6 | 1 |
| May 2022 | $251M | 526 | 6 | 1 |
| June 2021 | $198M | 453 | 6 | 1 |
Besides its headquarters, PFG Private Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 18572 N. Dale Mabry Hwy, LutzHQ
Contact and registration details
- Legal name
- PFG Private Wealth Management, LLC
- Headquarters
- 18572 N. Dale Mabry Hwy, Lutz, FL 33548
- Website
- pfgprivatewealth.com
- Phone
- 813-286-7776
- @10529636
- SEC file
- 801-113163
- Structure
- Florida LLC
- Fiscal year end
- December
PFG Private Wealth Management uses Charles Schwab ($269M) as custodian for its separately managed accounts. PFG Private Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $269M100%
At year end, PFG Private Wealth Management’s separately managed accounts were mostly in funds (80%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $231M across 75 positions; the largest are iShares TR (13.2%), SPDR Series Trust (10.6%) and Vanguard Tax-managed Fds (10.5%).
What the accounts hold
- Stocks8%
- Funds80%
- Registered funds79%
- Pooled vehicles1%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash10%
Reported 13F holdings
- $231M
- Reported 13F value
- 75
- Positions
- 71.3%
- In the 10 largest
- −2.1%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF13.2%
- SPDR Series Trust · ST Str P500grw10.6%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt10.5%
- Vanguard Whitehall Fds · High Div Yld5.6%
- iShares TR · Ibonds Dec 20345.5%
- iShares TR · Ibonds Dec 20325.5%
- iShares TR · Ibonds Dec 20305.4%
- iShares TR · Ibonds Dec 20315.2%
- iShares TR · Ibonds Dec 20335.0%
- Vanguard World FD · Mega Cap Val ETF4.7%
Together, the ten largest are 71.3% of reported value.
How many clients does PFG Private Wealth Management have?
PFG Private Wealth Management has 478 clients and manages $289 million for them, as of March 2026. They include 407 individual clients, 67 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does PFG Private Wealth Management offer?
PFG Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does PFG Private Wealth Management charge?
PFG Private Wealth Management charges 0.50%–1.45% a year for its Portfolio Management Fees. The fee is negotiable.
Source: ADV PART 2A-PFG PRIVATE WEALTH MANAGEMENT, LLC, filed 13 March 2026
Which custodians does PFG Private Wealth Management use?
PFG Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $269M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does PFG Private Wealth Management have?
PFG Private Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does PFG Private Wealth Management invest in?
At the end of its last fiscal year, PFG Private Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PFG Private Wealth Management?
PFG Private Wealth Management’s direct owner is Jeffrey Perry (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does PFG Private Wealth Management get paid?
PFG Private Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact PFG Private Wealth Management?
PFG Private Wealth Management’s main office is at 18572 N. Dale Mabry Hwy, Lutz, FL 33548. Its phone number is 813-286-7776. Its website is pfgprivatewealth.com.