PFG PRIVATE WEALTH MANAGEMENT, LLC
CRD #282301 SEC #801-113163 LUTZ, FL 813-286-7776
SEC Registered
Total AUM
$238.5M
Discretionary
$238M
Employees
8
Clients
101
Accounts
1,104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $238.5M | $238M | $542.4K | 8 | 5 |
| Mar 2025 | $238.5M | $238M | $542.4K | 8 | 5 |
| Feb 2024 | $203.7M | $202.9M | $838K | 6 | 2 |
| Sep 2023 | $239.6M | $239.2M | $374.9K | 6 | 3 |
| Apr 2023 | $239.6M | $239.2M | $374.9K | 6 | 3 |
| Mar 2023 | $239.6M | $239.2M | $374.9K | 6 | 3 |
| May 2022 | $250.7M | $246.5M | $4.2M | 6 | 4 |
| Feb 2022 | $250.7M | $246.5M | $4.2M | 6 | 4 |
| Jun 2021 | $197.9M | $192.6M | $5.3M | 6 | 10 |
| Mar 2021 | $197.9M | $192.6M | $5.3M | 6 | 10 |
| Sep 2020 | $169.3M | $163.6M | $5.7M | 6 | 10 |
| Jul 2020 | $169.3M | $163.6M | $5.7M | 6 | 10 |
| Jun 2020 | $169.3M | $163.6M | $5.7M | 6 | 10 |
| May 2020 | $169.3M | $163.6M | $5.7M | 6 | 10 |
| Mar 2020 | $169.3M | $163.6M | $5.7M | 6 | 10 |
| Jan 2020 | $169.3M | $163.6M | $5.7M | 6 | 10 |
| Jan 2020 | $140.7M | $132.3M | $8.4M | 6 | 25 |
| Oct 2019 | $140.7M | $132.3M | $8.4M | 6 | 25 |
| Feb 2019 | $140.7M | $132.3M | $8.4M | 6 | 25 |
| Jan 2019 | $140.7M | $132.3M | $8.4M | 6 | 25 |
| Oct 2018 | $133.5M | $124.8M | $8.7M | 6 | 30 |
| May 2018 | $107M | $107M | $2.5K | 6 | 30 |
| May 2018 | $107M | $107M | $2.5K | 6 | 30 |
| Apr 2018 | $107M | $107M | $2.5K | 6 | 30 |
| Apr 2018 | $107M | $107M | $2.5K | 6 | 30 |
DateJul 2025
Total AUM$238.5M
Discretionary$238M
Non-Disc.$542.4K
Employees8
Clients5
DateMar 2025
Total AUM$238.5M
Discretionary$238M
Non-Disc.$542.4K
Employees8
Clients5
DateFeb 2024
Total AUM$203.7M
Discretionary$202.9M
Non-Disc.$838K
Employees6
Clients2
DateSep 2023
Total AUM$239.6M
Discretionary$239.2M
Non-Disc.$374.9K
Employees6
Clients3
DateApr 2023
Total AUM$239.6M
Discretionary$239.2M
Non-Disc.$374.9K
Employees6
Clients3
DateMar 2023
Total AUM$239.6M
Discretionary$239.2M
Non-Disc.$374.9K
Employees6
Clients3
DateMay 2022
Total AUM$250.7M
Discretionary$246.5M
Non-Disc.$4.2M
Employees6
Clients4
DateFeb 2022
Total AUM$250.7M
Discretionary$246.5M
Non-Disc.$4.2M
Employees6
Clients4
DateJun 2021
Total AUM$197.9M
Discretionary$192.6M
Non-Disc.$5.3M
Employees6
Clients10
DateMar 2021
Total AUM$197.9M
Discretionary$192.6M
Non-Disc.$5.3M
Employees6
Clients10
DateSep 2020
Total AUM$169.3M
Discretionary$163.6M
Non-Disc.$5.7M
Employees6
Clients10
DateJul 2020
Total AUM$169.3M
Discretionary$163.6M
Non-Disc.$5.7M
Employees6
Clients10
DateJun 2020
Total AUM$169.3M
Discretionary$163.6M
Non-Disc.$5.7M
Employees6
Clients10
DateMay 2020
Total AUM$169.3M
Discretionary$163.6M
Non-Disc.$5.7M
Employees6
Clients10
DateMar 2020
Total AUM$169.3M
Discretionary$163.6M
Non-Disc.$5.7M
Employees6
Clients10
DateJan 2020
Total AUM$169.3M
Discretionary$163.6M
Non-Disc.$5.7M
Employees6
Clients10
DateJan 2020
Total AUM$140.7M
Discretionary$132.3M
Non-Disc.$8.4M
Employees6
Clients25
DateOct 2019
Total AUM$140.7M
Discretionary$132.3M
Non-Disc.$8.4M
Employees6
Clients25
DateFeb 2019
Total AUM$140.7M
Discretionary$132.3M
Non-Disc.$8.4M
Employees6
Clients25
DateJan 2019
Total AUM$140.7M
Discretionary$132.3M
Non-Disc.$8.4M
Employees6
Clients25
DateOct 2018
Total AUM$133.5M
Discretionary$124.8M
Non-Disc.$8.7M
Employees6
Clients30
DateMay 2018
Total AUM$107M
Discretionary$107M
Non-Disc.$2.5K
Employees6
Clients30
DateMay 2018
Total AUM$107M
Discretionary$107M
Non-Disc.$2.5K
Employees6
Clients30
DateApr 2018
Total AUM$107M
Discretionary$107M
Non-Disc.$2.5K
Employees6
Clients30
DateApr 2018
Total AUM$107M
Discretionary$107M
Non-Disc.$2.5K
Employees6
Clients30