← Back to searchVisit website
PRIVATE WEALTH MANAGEMENT, LLC
CRD 282801
600 EAGLEVIEW BLVD, SUITE #300, EXTON, PA, 19341, United States
Phone
(215) 582-9537
Fax
610-561-3443
Registration
— (—)
Source
State registered
Total AUM
$72.0M
Discretionary AUM
$72.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $32.0M |
| High net worth individuals | 3 | $40.0M |
All web addresses on file
Official SEC filing: View on IAPD