Private Wealth Group, LLC

RIASEC Registered

Total AUM

$274M

Discretionary

$274M

100% of AUM

Avg account

$457K

Accounts

600

Employees

2

Advisory reps

1

Firm details

Headquarters: Tampa, Florida
CRD number: 128560
Registered since: April 19, 2007
Website: www.privatewealthgroup.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI74.14%
Individuals18.5%
Charitable Organizations6.66%
Corporations / Businesses0.7%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Private Wealth Group, LLC is an independent, SEC-registered investment adviser (registered in 2007) that operates as a capital allocator for both individual/family and institutional clients. The firm is organized as an LLC with domestic entity/individual ownership and charges clients on a percentage-of-AUM basis. Its advisory focus is portfolio management for individuals and small businesses and the selection of other advisers, reflecting a mix of direct portfolio oversight and third-party manager relationships. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds76%
Cash & Cash Equivalents12%
Exchange Traded Equities7%
Private Funds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 77

Active vs passive

$436M in ETFs

Passive

66%

$288M

Active

<1%

$148M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)	State Street			$73.4M	817,556	16.81%

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Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region: South
County: Hillsborough
Address: 4902 Eisenhower Blvd
Time zone: ET (UTC-5)
Office locations

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