Private Wealth Group, LLC

RIASEC Registered
Total AUM
$274M
Discretionary
$274M
100% of AUM
Avg account
$457K
Accounts
600
Employees
2
Advisory reps
1

Firm details

Headquarters
Tampa, Florida
CRD number
128560
Registered since
April 19, 2007
Website
www.privatewealthgroup.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI74.14%
  • Individuals18.5%
  • Charitable Organizations6.66%
  • Corporations / Businesses0.7%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Private Wealth Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm functions as a capital allocator for both high-net-worth individuals and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and the selection and oversight of outside managers. The firm does not identify as an active ESG investor and its filings do not indicate pension consulting or affiliation with a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Cash & Cash Equivalents 12%, Exchange Traded Equities 7%, Private Funds 4%76%
  • Public Funds/Mutual Funds76%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities7%
  • Private Funds4%

Contacts

1 of 1
  • Michael Anderson

    Michael Anderson

    Vice President, PrincipalCRD 4692633

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$435M in ETFs

Passive

68%

$295M

Active

<1%

$141M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$69.4M790,17315.96%
Unlock additional holdings →

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
4902 Eisenhower Blvd
Time zone
ET (UTC-5)
Office locations

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