Pflueger Wealth
RIASEC & State Registered
Total AUM
$101M
Discretionary
$101M
100% of AUM
Avg account
$1.2M
Accounts
81
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 339188
- Registered since
- November 19, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.77%
- Individuals3.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pflueger Wealth is an independent, owner-operated limited liability RIA focused on individual and family clients. The firm is SEC-registered (2025) and provides financial planning and portfolio management for individuals and small businesses. Its fee models include a percentage of assets under management, hourly billing, and fixed fees. Pflueger Wealth does not identify as an active ESG investor, does not serve as a capital allocator, and is not designated as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities37%
- Cash & Cash Equivalents11%
- US Government Bonds6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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