U.S Private Wealth, LLC

Overview

U.S Private Wealth, LLC is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2026 and is owned by an individual. Its client focus is individuals and families; the advisory offering blends financial planning with discretionary portfolio management for both individuals/small businesses and for larger business or institutional clients, and the firm lists pension consulting among its services. Fee arrangements include asset-based fees, fixed fees, and other fee structures. The firm identifies itself as an active ESG investor and does not position itself as a capital allocator. Industry affiliations disclosed include roles as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives