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| Private Wealth Management Inc
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|---|---|
| CRD # | 120823 |
| SEC # | 801-61214 |
| CIK # | 0002013988, 0002010748, 0001767474, 0001512780, 0002011342 |
| AUM | 832.5 M (2026-03-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 901-322-4212 |
| Address | 3725 Champion Hills Dr Memphis, TN 38125 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 16.0 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 15.8 |
| (b) Individuals (high net worth individuals) | 85 | 807.6 |
| (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 | 0 | 8.6 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 832.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 571 | 832.5 |
| Total | 571 | 832.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 832.5 | |
| Total | 571 | 832.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
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|---|---|---|
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