Private Wealth Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336590
- Registered since
- January 7, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.31%
- Charitable Organizations19.36%
- Individuals13.51%
- Corporations / Businesses1.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Private Wealth Consulting, LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small-business owners. The firm charges fees based on a percentage of assets under management and fixed fees. According to the firm snapshot, it is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator or pension consultant. The SEC registration year on file is 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents9%
- US Government Bonds4%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Donald Hubbs
Investment Adviser RepresentativeCRD 2522880
Harrison Hubbs
Wealth AdvisorCRD 8038286
Christopher Nelson
Wealth AdvisorCRD 6039810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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