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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
About Pflueger Wealth
Pflueger Wealth is a Churchville-based RIA. The firm has been operating for 0 years. Managing $100.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 34 clients, or 17 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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Owner & Executives
Barry Lee Pflueger Jr.
Chief Compliance Officer, PRINCIPAL
- CRD
- #8175587
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Pflueger
--
- CRD
- #8261705
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,681,756 | $1,242,985 |
| Non-Discretionary | $0 | -- |
| Total | $100,681,756 | $1,242,985 |
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Separately Managed Accounts
SMA allocation detail is available
Pflueger Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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