Private Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 137770
- Registered since
- November 25, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.77%
- Individuals1.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Private Wealth Management LLC is a small, privately owned advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is registered with the SEC (registration year listed as 2025) and reports no ESG investing orientation. The client base is primarily individual and family households. The firm’s ownership is listed as individual ownership and it is not characterized as a multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1Deon Blaney
Chief Compliance OfficerCRD 3071454
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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