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PRIVATE WEALTH GROUP, LLC
CRD 128560 · SEC 801-67745
4902 EISENHOWER BLVD, SUITE 150, TAMPA, FL, 33634, United States
Phone
813-226-1900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.0M
Discretionary AUM
$274.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $50.7M |
| High net worth individuals | 62 | $203.2M |
| Charitable organizations | 1 | $18.3M |
| Corporations/business entities | 5 | $1.9M |
States served
AZ, CA, CO, NV, NJ, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD