Pflueger Wealth

Pflueger Wealth, LLC is an SEC‑registered independent investment adviser established in 2025 that provides fiduciary investment management and financial consulting to individuals, families, business owners and other entities such as trusts, estates and nonprofit organizations. As of March 18, 2026 the firm reported $79,097,815 in discretionary assets under management across 26 clients, indicating a concentrated client roster and a focus on a limited number of households.

The firm offers discretionary portfolio management and standalone financial consulting, employing a mix of quantitative and qualitative analysis, modern portfolio theory and technical charting to construct and monitor portfolios. Portfolios may include a wide range of instruments—stocks, bonds, mutual funds and ETFs as well as non‑traded REITs, structured notes, options and margin when appropriate—and the adviser typically recommends Charles Schwab as custodian while tailoring restrictions, rebalancing and reporting to each client.

Distinctive aspects include a small‑client, high‑AUM practice supported by a principal with multi‑decade experience leading a bank wealth management group and CFP® credentials, which suggests a boutique, relationship‑oriented approach. The firm does not vote client proxies (clients receive materials directly), generally executes trades on a per‑account basis rather than routinely block trading, and discloses use of complex instruments—features that may lead to different execution dynamics and greater client involvement compared with many peers.