LP Profile

Price Financial Group Wealth Management

Also known as price financial group wealth

Wealth ManagerTigard, United StatesFounded 2022
$174M
Assets Under Management
Tigard
Headquarters
Investment Focus

About Price Financial Group Wealth Management

Price Financial Group Wealth Management is a financial advisory firm based in Tigard, Oregon, founded in 2022. It serves clients in Oregon and Washington from offices in Tigard, Portland and Clackamas, with Beaverton, Camas and Vancouver available by appointment. The firm acts as a fiduciary and offers investment management combining tactical and strategic asset allocation, retirement income planning, financial planning, estate planning and education planning. Its team includes advisors holding professional designations, and it produces a radio show and written commentary on retirement and market topics.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Price Financial Group Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$173.5M
Total Clients
1,340
Filing Date
April 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Price Financial Group Wealth Management?

Price Financial Group Wealth Management is a wealth manager based in Tigard, United States, managing approximately $174M in assets.

Where is Price Financial Group Wealth Management headquartered?

Price Financial Group Wealth Management is headquartered in Tigard, United States.

How much does Price Financial Group Wealth Management manage?

Price Financial Group Wealth Management manages approximately $174M in assets under management.

When was Price Financial Group Wealth Management founded?

Price Financial Group Wealth Management was founded in 2022.

How can I contact Price Financial Group Wealth Management?

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