PRIVATE WEALTH GROUP, LLC

Overview

Private Wealth Group, LLC is an SEC-registered advisory firm organized as a limited liability company and operating since 2007. The firm serves individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory mandate centers on portfolio management for individuals and small businesses and on selecting and allocating to third‑party managers. The firm identifies itself as a capital allocator and leans heavily on public funds and ETFs for core exposure while supplementing portfolios with external alternative managers. Investment behavior favors broad public-market instruments as the primary building blocks of client portfolios, with a meaningful allocation to third‑party hedge fund and real estate strategies for diversification and return enhancement. Private Wealth Group, LLC does not position itself as an active ESG investor and maintains a single-office operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices