PRIVATE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2002

Total AUM

$832M

Discretionary

0% of AUM

Avg account

$1.5M

Accounts

571

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 120823
Registered since: May 31, 2002
Website: www.pwm-inc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.01%
Individuals1.89%
Charitable Organizations1.03%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Private Wealth Management, Inc. is an independent, SEC-registered registered investment advisor formed in 2002 and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator while also offering accounting-related services. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting other advisers on clients’ behalf. Fee arrangements include a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.