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| Private Wealth Management Group LLC
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| |
|---|---|
| CRD # | 166539 |
| SEC # | 801-77565 |
| CIK # | 0002011342, 0001512780, 0001767474, 0002013988, 0002010748 |
| AUM | $426.9 MM (2024-08-13) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 609-921-7002 |
| Address | 512 Executive Drive Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.9 | |
| CLFD | 847.9 | 1.8 | |
| MSFT | 1,918,222.4 | 1.1 | |
| PCAR | 28,930.7 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 51.7 |
| (b) Individuals (high net worth individuals) | 114 | 372.0 |
| (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 | 9 | 3.2 |
| (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 | 822 | 426.9 |
| By Discretionary | ||
| Discretionary | 816 | 425.4 |
| Non-Discretionary | 6 | 1.5 |
| Total | 822 | 426.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.9 | |
| Total | 822 | 426.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Financial Advisors LLC
✚
|
CA | 0.4 |
|
Jacobsen Capital Management LLC
✚
|
UT | 0.4 |
|
Praetorian Wealth Management Inc
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|
CA | 0.4 |
|
Strong Tower Advisory Services LLC
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|
MN | 0.4 |
|
Wespac Advisors Socal LLC
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|
CA | 0.4 |
|
Alexander Labrunerie & Co Inc
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|
MO | 0.4 |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 0.4 |
|
Huber Capital Management LLC
✚
|
CA | 0.4 |
|
Aries Wealth Management LLC
✚
|
ME | 0.4 |
|
Harvey Capital Management Inc
✚
|
FL | 0.4 |