Private Wealth Management LLC

Overview

Private Wealth Management LLC is a small, client-focused RIA that manages portfolios primarily for individual and family clients and small businesses. The firm combines portfolio management with insurance brokerage services, and it charges clients via a mix of percentage-of-AUM fees, hourly fees and fixed fees. Its stated investment preference is equities, and the firm is not an active ESG investor. Portfolios are run on a discretionary basis and appear to be executed through separately managed account (SMA) structures and exchange-traded instruments. The firm uses third-party managers for alternative real estate exposure and supplements core holdings with mutual funds where appropriate. Given the firm’s size and custodian choice, its implementation emphasizes liquid, exchange-traded products alongside selected external real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices