PFG Private Wealth Management, LLC

Overview

PFG Private Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed in 2018 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional relationships and markets itself around financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Investment practice tilts toward publicly traded equities—primarily via ETFs—and the firm does not identify as an active ESG investor. PFG operates with largely discretionary authority over client assets, and the advisory scope indicates a hybrid of wealth management and consulting services rather than a capital-allocating model that sources third-party private fund managers as a core business function.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices