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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| PERRY, JEFFREY, DOUGLAS | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | D | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | D | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | D | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | D | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | C | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | B | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | B | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | B | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | B | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | B | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
| PERRY, ROBERT, MONTGOMERY | I | CHAIRMAN | A | Control |
Registrations
Federal
IA
Jul 24, 2025 REGISTERED
Notice Filings (7)
FL GA LA NC NY TX VA
Address
18572 N. DALE MABRY HWYLUTZ, FL 33548
United States
Phone: 813-286-7776