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| PFG Private Wealth Management LLC
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|---|---|
| CRD # | 282301 |
| SEC # | 801-113163 |
| CIK # | 0001799957 |
| AUM | 289.0 M (2026-03-13) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 813-286-7776 |
| Address | 18572 N Dale Mabry Hwy Lutz, FL 33548 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.7 | ||
| Apple Inc | 1.5 | ||
| Netflix Inc | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Metropcs Communications Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 407 | 114.5 |
| (b) Individuals (high net worth individuals) | 67 | 165.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 8.6 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,202 | 289.0 |
| By Discretionary | ||
| Discretionary | 1,199 | 288.3 |
| Non-Discretionary | 3 | 0.7 |
| Total | 1,202 | 289.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.0 | |
| Total | 1,202 | 289.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799957] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 478 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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