Private Wealth Management Inc

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Assets, Funds, Holdings

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Private Wealth Management Inc
CRD #120823
SEC #801-61214
CIK #0002011342, 0001512780, 0001767474, 0002013988, 0002010748
AUM $699.2 MM (2024-02-16)
Employees 4 (100% Investors, 0% Brokers)
Phone901-322-4212
Address3725 Champion Hills Dr
Memphis, TN 38125
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
90072054036018002000200820162025
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 ($MM)
60048036024012002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 44 14.4
(b) Individuals (high net worth individuals) 74 677.1
(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 7.0
(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 0.7
(n) Other 0 0.0
Total 509 699.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 509 699.2
Total 509 699.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 699.2
Total 509 699.2
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)
Vann Equity Management LLC
TX 0.7
Founders Financial Alliance LLC
NC 0.7
Covington Investment Advisors Inc
PA 0.7
Cranbrook Wealth Management LLC
MI 0.7
Affinity Wealth Management LLC
DE 0.7
BRIO Consultants LLC
CA 0.7
Aegis Wealth Management LLC
MD 0.7
Goodman Financial Corporation
TX 0.7
Old Port Advisors Inc
ME 0.7
PKS Advisory Services LLC
NY 0.7
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