Overview
- Total Firm Assets
- $126 million
- Average High-Net-Worth Client Portfolio Size
- $15.6 million
Recent Rankings
Forbes 2025: 194
View complete rankings
- High-Net-Worth Share of Firm Assets
- 98.77%
- Number of High-Net-Worth Clients
- 8
- Total Client Accounts
- 26
- Discretionary Accounts
- 26
Services Offered
Services:
Portfolio Management for Individuals
Frequently Asked Questions
Private Wealth Management LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137770), Private Wealth Management LLC is subject to fiduciary duty under federal law.
Private Wealth Management LLC serves 8 high-net-worth clients according to their SEC filing dated March 3, 2026. View client details ↓
According to their SEC Form ADV, Private Wealth Management LLC offers portfolio management for individuals. View all service details ↓
Private Wealth Management LLC manages $126 million in client assets according to their SEC filing dated March 3, 2026.
According to their SEC Form ADV, Private Wealth Management LLC serves high-net-worth individuals. View client details ↓