PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD #323146 SEC #801-126661 PORTLAND, OR 503-253-3000
SEC Registered
Total AUM
$138.3M
Discretionary
$138.3M
Employees
7
Clients
101
Accounts
1,235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $138.3M | $138.3M | $0 | 7 | 0 |
| Sep 2025 | $138.3M | $138.3M | $0 | 7 | 0 |
| May 2025 | $138.3M | $138.3M | $0 | 7 | 0 |
| Mar 2025 | $138.3M | $138.3M | $0 | 7 | 0 |
| Oct 2024 | $140.6M | $140.6M | $0 | 7 | 0 |
| Jun 2024 | $140.6M | $140.6M | $0 | 7 | 0 |
| Feb 2024 | $140.6M | $140.6M | $0 | 7 | 0 |
| Oct 2023 | $105M | $105M | $0 | 7 | 0 |
| Jul 2023 | $105M | $105M | $0 | 7 | 0 |
| Apr 2023 | $105M | $105M | $0 | 7 | 0 |
| Feb 2023 | $105M | $105M | $0 | 7 | 0 |
| Nov 2022 | $105M | $105M | $0 | 3 | 0 |
DateDec 2025
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees7
Clients0
DateSep 2025
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees3
Clients0