Pfg Private Wealth Management, LLC

CRD 282301 · Lutz, FL · $289.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282301
SEC number: 801-113163
Firm type: RIA
Assets under management: $289.0M as of Mar 13, 2026
Website: www.facebook.com/PFGPRIVATEWEALTH ↗
Phone: 813-286-7776
Address: 18572 N. Dale Mabry Hwy, Lutz, FL, 33548

Advisors at this firm

6 in our index · page 1 of 1

Nicholas Robert McdevittCRD 5433628 · Lutz, FL

IA RegisteredRegistration inactive
Jeffrey Douglas PerryCRD 3109224 · Lutz, FL

IA RegisteredRegistration inactive
Jacob Alexander PerryCRD 7907859 · Lutz, FL

IA Registered
Nicholas Andrew PerryCRD 7907857 · Lutz, FL

IA Registered
Joao Augusto TeixeiraCRD 5108172 · Lutz, FL

IA RegisteredRegistration inactive
Andrew Jared WhittenCRD 4548513 · Lutz, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 282301 ↗ FINRA BrokerCheck record for firm CRD 282301 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.