|
⚲
|
| Private Wealth Consulting LLC
✚
|
|
|---|---|
| CRD # | 336590 |
| SEC # | 801-135001 |
| CIK # | |
| AUM | $259.3 M (2026-05-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 816-888-9888 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 35.0 |
| (b) Individuals (high net worth individuals) | 45 | 169.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 50.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 259.3 |
| By Discretionary | ||
| Discretionary | 301 | 259.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 301 | 259.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.3 | |
| Total | 301 | 259.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prevail Wealth Management LLC
✚
|
WA | 0.3 |
|
Trustwell Financial Advisors LLC
✚
|
FL | 0.3 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.3 |
|
Finley Financial LLC
✚
|
NV | 0.3 |
|
Revel Wealth Management LLC
✚
|
NJ | 0.3 |
|
Financial Institution Services LLC
✚
|
0.3 | |
|
Equity Wealth Partners LLC
✚
|
MO | 0.3 |
|
AFT Forsyth and Company Inc
✚
|
FL | 0.3 |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 0.3 |
|
Kamichu Wealth Management LLC
✚
|
0.3 |