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PRIVATE WEALTH MANAGEMENT LLC
CRD 137770 · SEC 801-134813
NV, United States
Phone
(702) 734-1475
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.2M
Discretionary AUM
$126.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.5M |
| High net worth individuals | 8 | $124.7M |
States served
NV
Official SEC filing: View on IAPD