# Pflueger Wealth

> Pflueger Wealth is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 339188
- Filed as: PFLUEGER WEALTH
- Legal name: Pflueger Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339188
- AdvisorCensus page: https://advisorcensus.com/firm/pflueger-wealth-339188

## Quick answers

**How is Pflueger Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Pflueger Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Pflueger Wealth charge?**
Its Form ADV Part 2A brochure dated May 4, 2026 states: Hourly rate: $500 an hour (Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Pflueger Wealth registered with the SEC or a state?**
Pflueger Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339188.

**How much does Pflueger Wealth manage?**
Pflueger Wealth reports $100,681,756 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**What types of clients does Pflueger Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (9).

**Which custodians does Pflueger Wealth use?**
Pflueger Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pflueger Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339188

**What changed in Pflueger Wealth's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $79,097,815 to $100,681,756 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 4, 2026)

- Minimum annual fee: $7,500

> We do have a minimum household fee for Investment Management of $7,500, but can waive that for family, children or other situations.

- Hourly rate: $500 an hour (Financial Consulting)

> The fees for Financial Consulting will not exceed $500 per hour or $25,000 per engagement. Financial Consulting fees are payable in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $100,681,756
- Discretionary: $100,681,756
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,255,746 |
| High net worth individuals | 25 | $97,426,010 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pfluegerwealth.com

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $79,097,815 to $100,681,756 (+27%).

### April 2026
- Regulatory assets under management went from $0 to $79,097,815.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pflueger Wealth (CRD 339188): Form ADV filing data as of October 2026.