Price Financial Group Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated April 2, 2026, reports $173M in regulatory assets under management, 7 employees, 1 office, and 1,340 accounts.
Assets Under Management
$173M
Employees
7
Offices
1 office
Total Clients
549
Primary office
PORTLAND, OR
7160 SW FIR LOOP, SUITE 201, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
496
2
Pension Plans
6.7%
37
3
HNWI
2.7%
15
4
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of April 2, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts1,340
10Y AUM Change+$173M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee78:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.