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PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823 · SEC 801-61214
3725 CHAMPION HILLS DR., SUITE 1400, MEMPHIS, TN, 38125, United States
Phone
901-322-4212
Fax
901-322-4211
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$832.5M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $15.8M |
| High net worth individuals | 85 | $807.6M |
States served
TN, TX, FL
Official SEC filing: View on IAPD