P
Private Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$126,232,643
Total clients
12
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$10,519,387
About
Private Wealth Management, LLC provides discretionary portfolio management and standalone financial consulting to a small set of clients including individuals (including high-net-worth), trusts, estates and business entities. The firm operates as a single-advisor independent registered investment adviser and manages roughly $126 million for a limited client roster, with a stated portfolio management account minimum of $250,000.
The firm emphasizes individualized, continuously supervised portfolios with regular reviews and periodic rebalancing, applying fundamental analysis and a mix of long-term, short-term and trading strategies across individual stocks, mutual funds, ETFs and cash equivalents. In addition to investment management, it offers a broad consulting practice covering retirement and estate planning, tax planning, corporate structure and specialized services such as cost segregation and real estate analysis that clients may engage separately from portfolio management.
A distinctive aspect of the practice is that the principal is a licensed insurance agent and may offer commissionable insurance products to clients, a feature the brochure identifies as a potential conflict and describes mitigation steps for. The firm also discloses operational differences from many peers — it typically does not accept proxy voting, provides verbal portfolio reporting unless written reports are requested, and maintains a very small, concentrated client base.
Client services
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
Flat fees generally start at $5,000; Retainer not exceeding $1,200
Up to $500 per hour
Account minimum: $250,000 Fee-only: Hourly fee up to $500 per hour; Flat fees generally start at $5,000; Retainer not exceeding $1,200
Most active in
Private Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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