PRIVATE WEALTH MANAGEMENT, LLC

Overview

Private Wealth Management, LLC is a small, fee-based advisory firm that manages portfolios for individual and family clients and small business owners. The firm charges a percentage of assets under management and runs discretionary strategies across equities and fixed income, with a stated preference toward fixed-income allocations. Investment activity centers on core portfolio construction using exchange-traded instruments and mutual funds, supplemented by external real estate allocations and income-focused products such as annuities. Portfolio management is delivered on a discretionary basis, meaning portfolio decisions and rebalances are executed by the firm without seeking client approval for each trade. The client base is concentrated and relationship-driven, with a focus on meeting income and capital preservation objectives while maintaining equity exposure for growth. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices