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Price Financial Group Wealth Management, Inc.

Price Financial Group Wealth Management, Inc.. CRD 323146

Price Financial Group Wealth Management, Inc. logo

CRD: 323146

Price Financial Group Wealth Management, Inc.

Portland, OR, 97223
5032533000
pricefg.com
$173.5M Total AUM
$173.5M Disc. AUM
16.2% 3Y CAGR
7 Employees
549 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
VitalRadial
Established Date
09-30-2022
Office Locations
1

Office Locations

7160 SW FIR Loop Portland OR

About Price Financial Group Wealth Management, Inc.

Price Financial Group Wealth Management is a Portland, OR RIA providing tactical and strategic investment management alongside comprehensive planning, including retirement income/distribution, financial, estate, and education planning. The firm builds diversified portfolios using public funds, ETFs, and investment-grade fixed income, and works with retirees and business owners. Custody includes Schwab and Fidelity; they also run an investing radio show/podcast.

Team overview

38 AVG AGE
$57.8M AVG AUM / ADVISOR
$316.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Focus wave Optima foundation Unison Frontier capital Pathway vector Unison frontier Matrix Vertex alpha Bridge

Client Personas

Delta Optima Element element

CRM

Alpha summit

Custodian

Ember ember Value Ridge Pathway Frontier capital Legacy beacon Horizon

Investment Themes

Optima Momentum north Matrix foundation Vector zenith Harbor

Investment Vehicles

Ridge

Platform

Summit insight Beacon Alpha pathway

Services

Prime foundation Delta vertex Foundation frontier Vertex Wave insight Catalyst radial Foundation Momentum ember Insight Summit frontier Prime vertex

Technology

Eagle Matrix

Owner & Executives

M

MATEUSZ WOJCIECH SUDOL

Chief Compliance Officer, Chief Operating Officer, Wealth Manager

CRD
#5899226
Ownership
Less than 5%
(474) 847-4067
harbor.legacy@momentumcapital.com
in linkedin.com/in/signal-peak

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Contacts

J

JUSTIN REID EXPOSITO

--

CRD
#6927516
(733) 255-1935
glacier.pioneer@pioneercapital.com
in linkedin.com/in/alpha-ember
M

MATTHEW EDWARD MAI

Partner

CRD
#5721707
(882) 628-4253
glacier.prime@embercapital.com
in linkedin.com/in/vital-vital
Z

Zenith alpha

Frontier meridian ridge

CRD
#14969
(287) 791-8478
horizon.vector@vertexcapital.com
in linkedin.com/in/radial-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2022
10-03-2023
10-31-2024
12-10-2025
04-02-2026
Category Assets AVG. Account size
Discretionary $173,469,083 $129,455
Non-Discretionary $0 --
Total $173,469,083 $129,455

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Separately Managed Accounts

Total SMA Asset: $173,469,083

$173.5M Total SMA
Public Funds:
25.8%
Corporate - Investment Grade:
9.8%
Cash:
6.2%
Equity - Exchange:
16.0%
U.S. Government/Agency:
18.2%
Municipal Bonds:
24.0%
Asset class Assets Assets %
Public Funds $976,781,450 25.8%
Corporate - Investment Grade $371,025,512 9.8%
Cash $234,730,426 6.2%
Equity - Exchange $605,755,938 16.0%
U.S. Government/Agency $689,047,380 18.2%
Municipal Bonds $908,633,907 24.0%
Total $3,785,974,613 100.0%

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