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PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PORTLAND, OR · CRD 323146 · IAPD ↗ · pricefg.com · 503-253-3000

$173.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. reported RAUM up 25% ($138.3M -> $173.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
61
March 2024 — PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. reported RAUM up 34% ($105.0M -> $140.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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