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

Clients

101

Accounts

1,235

Firm Details

Organization Type: Corporation
State of Formation: Oregon
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 10, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA	Control
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
CALDWELL, ROBERT, JOSEPH	I	CCO	NA
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
PRICE FINANCIAL GROUP, INC.	DE	OWNER	E	Control
CALDWELL, ROBERT	I	CCO	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	D	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	D	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	D	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	D	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	D	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	D	Control
CALDWELL, ROBERT	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
CALDWELL, ROBERT, JOSEPH	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
MAI, MATTHEW, EDWARD	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control
SUDOL, MATEUSZ, WOJCIECH	I	PRICE FINANCIAL GROUP, INC.	C	Control

Registrations

Federal

Dec 10, 2025 REGISTERED

Notice Filings (5)

AZ CA OR TX WA

Address

7160 SW FIR LOOP
SUITE 201
PORTLAND, OR 97223
United States

Phone: 503-253-3000