U.S. PRIVATE WEALTH, LLC

Overview

U.S Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is individually owned and focuses on individual and family clients, providing a mix of fee arrangements (percentage of AUM, fixed fees and other structures). Core advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm identifies as an active ESG investor and reports industry roles that include acting as an insurance company sponsor, general partner, and managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives