# PFS Signature Wealth

> PFS Signature Wealth is an SEC-registered investment advisory firm in Tampa, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 342913
- Filed as: PFS SIGNATURE WEALTH
- Legal name: PFS Signature Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342913
- AdvisorCensus page: https://advisorcensus.com/firm/pfs-signature-wealth-tampa-fl-342913

## Quick answers

**How is PFS Signature Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), PFS Signature Wealth reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is PFS Signature Wealth located?**
PFS Signature Wealth's principal office is in Tampa, FL, according to its Form ADV.

**Is PFS Signature Wealth registered with the SEC or a state?**
PFS Signature Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342913.

**How much does PFS Signature Wealth manage?**
PFS Signature Wealth reports $0 in regulatory assets under management in its Form ADV filing dated June 26, 2026.

**Does PFS Signature Wealth report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342913

**What changed in PFS Signature Wealth's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NE, SC
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342913

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

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PFS Signature Wealth (CRD 342913): Form ADV filing data as of October 2026.