Falists
← Back to search

U.S. PRIVATE WEALTH, LLC

CRD 167288 · SEC 801-135084

Visit website

3001 PGA BOULEVARD, SUITE 103, PALM BEACH GARDENS, FL, 33410, United States

Phone

561.855.4635

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$200.3M

Discretionary AUM

$200.3M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF PLAN ASSETS

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals127$49.8M
High net worth individuals62$150.5M

States served

AR, NJ, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD