Price Financial Group Wealth Management, Inc.
- Regulatory AUM
- $173M
- Discretionary
- $173M
- Clients
- 549
- Avg AUM / client
- $316K
- Accounts
- 1,340
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 496 | $141M | 81.5% |
| High net worth individuals | 15 | $26.1M | 15.0% |
| Pension and profit sharing plans | 37 | $4.8M | 2.77% |
| Corporations and other businesses | 1 | $1.2M | 0.67% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Caldwell, Robert, Joseph | Cco | Aug 2022 (4y) | Less than 5% | |
| Mateusz Wojciech Sudol | Owner | Aug 2022 (4y) | ≈ 37.5% – 75% via Price Financial Group, Inc. | |
| Matthew Edward Mai | Owner | Aug 2022 (4y) | ≈ 37.5% – 75% via Price Financial Group, Inc. | |
| David Victor Ross | Registered representative | Oct 2023 (3y) | ||
| Mikela Nicole Rapattoni | Registered representative | Sep 2024 (2y) | ||
| Justin Reid Exposito | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Price Financial Group, Inc. | Owner | Sep 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mateusz Wojciech Sudol: 50% – 75% of Price Financial Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Matthew Edward Mai: 50% – 75% of Price Financial Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $153M (88% of AUM) Apr 2026
- Fidelity Brokerage Services $1.8M (1% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗