SEC Form ADV

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Firm profile: Price Financial Group Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR

$173.5M

Assets Under Management

1,340

Total Clients

Employees

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Registration Details

Accession: CRD-323146
Location: PORTLAND, OR
Filing Date: April 2, 2026
AUM: $173.5M
Total Clients: 1,340
Institutional Clients: 37
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $173.5M in assets across 1,340 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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