PFS Signature Wealth

Overview

PFS Signature Wealth is organized as a limited liability company and is a newly registered SEC adviser (registration year 2026). The firm is individually owned and identifies itself as a capital allocator that provides portfolio management for individuals and small businesses, along with the selection of other advisers. Its stated fee model includes both a percentage-of-AUM component and commissions. The snapshot flags the firm as not active in ESG investing and not operating as a multi-state adviser. It is marked as newly formed and not identified as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives