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| Happy Holidays!! thanks for using AUM13F!! |
| Private Wealth Management Group LLC
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|---|---|
| CRD # | 166539 |
| SEC # | 801-77565 |
| CIK # | 0002013988, 0001512780, 0001767474, 0002010748, 0002011342 |
| AUM | $492.9 M (2025-03-28) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 609-921-7002 |
| Address | 512 Executive Drive Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 6.3 | ||
| 3M Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 57.9 |
| (b) Individuals (high net worth individuals) | 129 | 433.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 915 | 492.9 |
| By Discretionary | ||
| Discretionary | 912 | 491.1 |
| Non-Discretionary | 3 | 1.8 |
| Total | 915 | 492.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 492.9 | |
| Total | 915 | 492.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Selby Wealth Management LLC
✚
|
CA | 0.5 |
|
Trust Advisory Group Ltd
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|
AL | 0.5 |
|
Squire Investment Management Company LLC
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|
UT | 0.5 |
|
Kolinsky Wealth Management LLC
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|
NJ | 0.5 |
|
Redwood Holdings LLC
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|
CA | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
Harvest Investment Consultants LLC
✚
|
MD | 0.5 |
|
Hoxton Planning & Management LLC
✚
|
WV | 0.5 |
|
HC Advisors LLC
✚
|
GA | 0.5 |
|
CURA Wealth Advisors LLC
✚
|
IL | 0.5 |