Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 8
Average Client Assets: $15.6 million
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 03, 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 is ranked #194 by Forbes in 2025. Learn more about these rankings ↓
PRIVATE WEALTH MANAGEMENT LLC manages $126 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, PRIVATE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 194
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.77%
Average Client Assets: $15.6 million
Total Client Accounts: 26
Discretionary Accounts: 26
Regulatory Filings
CRD Number: 137770
Filing ID: 2054618
Last Filing Date: 2026-03-03 10:51:11