Private Wealth Services, LLC
Firm details
- Headquarters
- Cranberry Township, Pennsylvania
- CRD number
- 311077
- Website
- pws-llc.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Private Wealth Services, LLC is an individually owned limited liability company registered in Pennsylvania that combines insurance brokerage work with financial advisory services. The firm markets itself as a capital allocator and provides financial planning, selection of other advisers, periodic publications, and educational seminars or workshops. Compensation is handled through hourly charges, fixed fees and other fee arrangements rather than a single asset-based model. The firm does not list active ESG investing as part of its practice, and it is not presented as a multi-state adviser or pension consultant.
Assets & Accounts
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
Location
Cranberry Township, PA
Butler
Location
Cranberry Township, PA
Headquartered in Cranberry Township, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Butler
- Address
- 2009 Mackenzie Way
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Capital A Wealth Management
RIACranberry Township, PA
Hoffman Capital Advisors LLC
RIACranberry Township, PA
Matthew 25 Management Corp
RIAAmbler, PA
Oakmont Capital Management, LLC
RIAOakmont, PA
Eagle Rock Financial Advisers, Ltd.
RIALancaster, PA
Henry H. Armstrong Associates, Inc.
RIAPittsburgh, PA