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PREISZ FINANCIAL

PORTLAND, OR · CRD 144469 · IAPD ↗ · preisz.com · 503-224-1600

$701.7MRegulatory AUM
8Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PREISZ FINANCIAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
December 2025 — PREISZ FINANCIAL began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2024 — PREISZ FINANCIAL crossed $500M in regulatory AUM ($480.8M -> $552.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.