PRIVATE WEALTH SERVICES, LLC

Overview

Private Wealth Services, LLC operates as a small, individually owned limited liability company that combines advisory activity with insurance brokerage. The firm positions itself as a capital allocator and engages in financial planning, selection of other advisers, publication of periodicals or newsletters, and educational seminars or workshops. It does not identify as an ESG investor and is not registered as a multi-state adviser. Investment activity appears focused on directing client or pooled capital to third‑party managers rather than running large proprietary investment platforms. The firm’s stated fee arrangements include hourly charges, fixed fees and other non‑asset‑based billing, which aligns with a consulting and planning orientation rather than a pure AUM advisory model. Its business activity as an insurance broker and its use of annuities suggest insurance‑linked solutions form part of how it addresses client needs in addition to traditional investment vehicles.

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Location & Offices