Private Wealth Group, LLC

Private Wealth Group, LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities primarily through separately managed accounts and joint‑adviser arrangements. As of December 31, 2025 the firm reports approximately $274 million in discretionary assets under management and serves 228 client accounts supported by a single primary advisor.

The firm develops customized investment strategies and manages accounts on either a discretionary or non‑discretionary basis, allocating across individual equities, fixed income, ETFs, private investment vehicles and other instruments. It commonly allocates portions of client portfolios to independent third‑party Managers and, where suitable for a client’s objectives, employs leverage and derivative instruments — including margin, options, swaps and futures — within separately managed accounts.

What is noteworthy about Private Wealth Group compared with many peers is the combination of comparatively high assets and a large client base for a single‑advisor practice, together with an explicit use of borrowing and derivatives inside SMAs, practices that are less common among supported firms. Clients should also be aware that the firm typically relies on client‑directed brokerage arrangements (while recommending custodial services when needed) and maintains ongoing monitoring of Managers and private investments, which can add complexity and liquidity considerations.