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| Price Financial Group Wealth Management Inc
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|---|---|
| CRD # | 323146 |
| SEC # | 801-126661 |
| CIK # | 0001534691, 0002107127 |
| AUM | 173.5 M (2026-04-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 503-253-3000 |
| Address | 7160 SW Fir Loop Portland, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 0.5 | ||
| Aflac Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Walt Disney Co | 0.2 | ||
| XCEL Energy Inc | 0.2 | ||
| Chevron Corp | 0.2 | ||
| Starbucks Corp | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 496 | 141.4 |
| (b) Individuals (high net worth individuals) | 15 | 26.1 |
| (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 | 37 | 4.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,340 | 173.5 |
| By Discretionary | ||
| Discretionary | 1,340 | 173.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,340 | 173.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.5 | |
| Total | 1,340 | 173.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001534691] | |
| 13F-HR | [0002107127] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chancellor Wealth Management Inc
✚
|
GA | 174.0 M |
|
Ivanoff Wealth Management Inc
✚
|
CA | 174.0 M |
|
Servo Wealth Management LLC
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|
OK | 173.8 M |
|
Blakely Walters Wealth Management LLC
✚
|
AZ | 173.7 M |
|
RLB Financial LLC
✚
|
MO | 173.6 M |
|
Neuenschwander Asset Management LLC
✚
|
WI | 173.5 M |
|
Winning Points Advisors LLC
✚
|
FL | 173.1 M |
|
Individual Asset Management Inc
✚
|
CA | 173.1 M |
|
Cifuentes Wealth Partners LLC
✚
|
FL | 173.1 M |
|
Wabash Capital Inc
✚
|
IN | 173.0 M |