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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

CRD 323146

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fabedbae-e945-b3c1-bd72-41c849aa4701

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Aug 30, 2022 to Apr 2, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $173MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $173M
Private client RAUM: $167MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $34.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,340
Individual clients: 496
High net worth clients: 15
SEC number: 801-126661
CRD: 323146
Filings on the tape: 18
First filed: Aug 30, 2022
Latest filed: Apr 2, 2026
Organised: Corporation, OR
Website: pricefg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW EDWARD MAI	n/a	PORTLAND, OR	3	16	5	no
MATEUSZ WOJCIECH SUDOL	n/a	PORTLAND, OR	3	18	3	no
David Victor Ross	n/a	PORTLAND, OR	2	12	1	no
MIKELA NICOLE RAPATTONI	n/a	PORTLAND, OR	2	23	n/a	no
JUSTIN REID EXPOSITO	n/a	PORTLAND, OR	0	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAI, MATTHEW, EDWARD	Owner	D	yes	08/2022	Aug 30, 2022	Oct 31, 2024
PRICE FINANCIAL GROUP, INC.	Owner	E	yes	09/2021	Aug 30, 2022	Oct 31, 2024
SUDOL, MATEUSZ, WOJCIECH	Owner	D	yes	08/2022	Aug 30, 2022	Oct 31, 2024
CALDWELL, ROBERT, JOSEPH	Cco	Na	no	08/2022	Aug 30, 2022	Oct 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRICE FINANCIAL GROUP ACCOUNTING & TAX, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Beaverton	Or	United States	1	no
Clackamas	Or	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$173M	$173M	7	3	1	n/a	n/a
2024	Mar 18, 2025	$138M	$138M	7	3	2	n/a	n/a
2023	Feb 22, 2024	$141M	$141M	7	3	2	n/a	n/a
2022	Feb 6, 2023	$105M	$105M	7	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	40.0%	0	1	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$173M	$138M	25.5%	$105M	18.2%	7	7	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CWM, LLC	2	Oct 4, 2022	Sep 30, 2022	OMAHA, NE	Team lift out	Ibd to new firm	0.5%

Relationships

Registered with (7)

← JUSTIN REID EXPOSITOAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← MIKELA NICOLE RAPATTONIAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← David Victor RossAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← MATTHEW EDWARD MAIAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← MATEUSZ WOJCIECH SUDOLAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← Joshua Weslie SimpsonAdvisorregistration: previous registration
Apr 22, 2026 to Jul 2, 2026factForm ADV
← ROBERT JOSEPH CALDWELLAdvisorregistration: previous registration
Sep 30, 2022 to Nov 19, 2025factForm ADV

Controls (3)

← MAI, MATTHEW, EDWARDOwnerOWNER, ownership code D, individual
Aug 30, 2022 to Oct 31, 2024factForm ADV
← SUDOL, MATEUSZ, WOJCIECHOwnerOWNER, ownership code D, individual
Aug 30, 2022 to Oct 31, 2024factForm ADV
← PRICE FINANCIAL GROUP, INC.OwnerOWNER, ownership code E, domestic entity
Aug 30, 2022 to Oct 31, 2024factForm ADV

Owns (1)

← CALDWELL, ROBERT, JOSEPHOwnerCCO, ownership code NA, individual
Aug 30, 2022 to Oct 31, 2024factForm ADV

Moved with (1)

← CWM, LLCRegistered adviser3 advisors, team lift out, same day
Oct 4, 2022 to Sep 30, 2022factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Joshua Weslie Simpson left Price Financial Group Wealth Management, Inc. for Illumination Wealth Management (registered 2026-07-29)
Form ADVobserved 3 days ago
Occurred
Nov 19, 2025
Advisor changed firm
Robert Joseph Caldwell left Price Financial Group Wealth Management, Inc. for Foundations Investment Advisors Llc (registered 2025-11-21)
Form ADVobserved 3 days ago
Occurred
Oct 4, 2022
Team lift-out
2 advisors left Cwm, LLC (Omaha, NE) for Price Financial Group Wealth Management, Inc. on the same day
Form ADVobserved 2 days ago
2 advisors
Occurred
Aug 30, 2022
First Form ADV filing
Price Financial Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fabedbae-e945-b3c1-bd72-41c849aa4701
First observed: Aug 30, 2022
Last observed: Apr 2, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

CRD 323146

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fabedbae-e945-b3c1-bd72-41c849aa4701

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW EDWARD MAI

n/a

PORTLAND, OR

MATEUSZ WOJCIECH SUDOL

n/a

PORTLAND, OR

David Victor Ross

n/a

PORTLAND, OR

MIKELA NICOLE RAPATTONI

n/a

PORTLAND, OR

n/a

JUSTIN REID EXPOSITO

n/a

PORTLAND, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAI, MATTHEW, EDWARD

Owner

yes

08/2022

Aug 30, 2022

Oct 31, 2024

PRICE FINANCIAL GROUP, INC.

Owner

yes

09/2021

Aug 30, 2022

Oct 31, 2024

SUDOL, MATEUSZ, WOJCIECH

Owner

yes

08/2022

Aug 30, 2022

Oct 31, 2024

CALDWELL, ROBERT, JOSEPH

Cco

08/2022

Aug 30, 2022

Oct 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRICE FINANCIAL GROUP ACCOUNTING & TAX, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Beaverton

United States

Clackamas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$173M

n/a

2024

Mar 18, 2025

$138M

n/a

2023

Feb 22, 2024

$141M

n/a

2022

Feb 6, 2023

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

40.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$173M

$138M

25.5%

$105M

18.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CWM, LLC

Oct 4, 2022

Sep 30, 2022

OMAHA, NE

Team lift out

Ibd to new firm

0.5%