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PRIVATE WEALTH CONSULTING, LLC
CRD 336590 · SEC 801-135001
KS, United States
Phone
(816) 888-9888
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.3M
Discretionary AUM
$259.3M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $35.0M |
| High net worth individuals | 45 | $169.4M |
| Charitable organizations | 2 | $50.2M |
| Corporations/business entities | 1 | $4.7M |
States served
KS, MI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD