Personal Wealth Management, LLC

Overview

Personal Wealth Management, LLC is a small independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and families, and small businesses. The firm also operates as an insurance broker, which suggests an emphasis on integrating insurance solutions—including annuities—into client plans. Investment activity is heavily equity-oriented: the firm's filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios. The adviser charges a mix of percentage-of-AUM and fixed fees and does not identify as an active ESG investor. With an owner-type classified as individual and a client base concentrated on individuals and families, the firm appears positioned to deliver personalized, hands-on portfolio management rather than institutional or pooled-product allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices