P
$289.0M Total AUM
$288.3M Disc. AUM
-- 3Y CAGR
7 Employees
956 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber harborPioneer pioneer +more
- Established Date
- 04-26-2016
- Office Locations
- 2
Office Locations
18572 N. Dale Mabry HWY Lutz FL
-- -- FL
About PFG Private Wealth Management, LLC
Lutz, FL-based PFG Private Wealth Management provides investment management plus financial, insurance, estate, and business planning, including corporate retirement plan consulting. Investment approach centers on asset allocation using ETFs, with mutual funds, fixed income, real estate, annuities, and socially responsible options as needed. Custodies primarily at Charles Schwab.
Team overview
42 AVG AGE
$41.3M AVG AUM / ADVISOR
$302.3K AVG AUM / CLIENT
7.4 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pathway Timber crest Matrix prime Value Delta
Client Personas
Ember
Custodian
Value ridge Horizon momentum Value Meridian north Ridge unison Atlas Matrix Optima pathway
Fund Managers
Vertex matrix
Investment Themes
Vector Meridian fusion Harbor Frontier
Investment Vehicles
Optima bridge
Platform
Legacy Atlas
Services
Summit Vertex radial Optima Vital glacier Timber signal Vertex Alpha legacy Meridian Timber capital Insight
Technology
Beacon Ember delta Legacy north Eagle Focus crest Alpha
Owner & Executives
JEFFREY DOUGLAS PERRY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #3109224
- Ownership
- 75% or more
(491) 702-3281
eagle.timber@vertexcapital.com
in linkedin.com/in/vector-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
NICHOLAS ROBERT MCDEVITT
Financial Advisor, General Partner
- CRD
- #5433628
(918) 385-3164
north.catalyst@matrixcapital.com
in linkedin.com/in/crest-catalyst
N
Nicholas R. McDevitt
Financial Advisor
- CRD
- --
(774) 714-6061
ember.radial@primecapital.com
in linkedin.com/in/foundation-vital
Z
Zenith frontier
Timber summit oak
- CRD
- #57051
(642) 673-2495
frontier.legacy@oakcapital.com
in linkedin.com/in/capital-focus
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,295,908 | $240,447 |
| Non-Discretionary | $744,023 | $248,008 |
| Total | $289,039,931 | $240,466 |
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Separately Managed Accounts
Total SMA Asset: $289,039,931
Public Funds:
14.7% Cash:
18.4% Equity - Exchange:
19.0% Corporate - Investment Grade:
19.4% Municipal Bonds:
10.9% Private Funds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $210,613,807 | 14.7% |
| Cash | $263,625,446 | 18.4% |
| Equity - Exchange | $272,221,928 | 19.0% |
| Corporate - Investment Grade | $277,952,916 | 19.4% |
| Municipal Bonds | $156,169,422 | 10.9% |
| Private Funds | $252,163,469 | 17.6% |
| Total | $1,432,746,988 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER HORIZON | HARBOR ZENITH | B0F0ZFTDG | FMBP | 7.92% | $70,985,738 |
| EAGLE MOMENTUM ATLAS | HORIZON SUMMIT | 2Z4FOLKLL | VVHQC | 8.47% | $119,003,140 |
| LEGACY FOCUS | INSIGHT FRONTIER | QP7CB2JNL | EPGS | 7.36% | $119,822,953 |
| ELEMENT PATHWAY FUSION | TIMBER ELEMENT | HDAQRX4DC | AHW | 8.65% | $65,848,037 |
| FRONTIER GLACIER | WAVE MERIDIAN | HW1BZVMQQ | SPCPP | 5.09% | $59,455,583 |
| VERTEX UNISON | MOMENTUM ZENITH | 5Z0CDI1HA | EKTVZ | 10.31% | $75,725,839 |
| VALUE RIDGE FOCUS | ZENITH HORIZON | HMCYZ2NDG | JBNUS | 7.75% | $3,598,803 |
| HARBOR SUMMIT | BEACON ZENITH | 1AH9XE5AY | AHBOU | 9.10% | $6,683,061 |