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PFG PRIVATE WEALTH MANAGEMENT, LLC

LUTZ, FL · CRD 282301 · IAPD ↗ · 813-286-7776

$289.0MRegulatory AUM
7Advisory reps
7Employees
478Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2025 — PFG PRIVATE WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
March 2024 — PFG PRIVATE WEALTH MANAGEMENT, LLC now reports custody of client assets ($3.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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