PRIVATE CLIENT WEALTH ADVISORS, LLC

Overview

Private Client Wealth Advisors, LLC is an independent registered investment advisor that serves individual, family and institutional clients with advisory, planning and insurance services. The firm operates as a capital allocator, combining discretionary portfolio management with financial planning and selection of third-party managers. Its business model includes fee-based arrangements (percentage of AUM, hourly and fixed fees), as well as commissionable activities tied to insurance brokerage. The firm lists portfolio management for individuals and small businesses, pension consulting and adviser selection among its advisory services. Investment activity shows a hybrid approach: a material allocation to exchange-traded equities alongside a clear preference for fixed-income exposure. The firm also deploys outside managers and third-party alternative funds to extend return streams beyond public markets. Private Client Wealth Advisors, LLC was recognized in 2020 by FA Magazine as a Top RIA Firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices