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Private Wealth Management Inc
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CRD # | 120823 |
SEC # | 801-61214 |
CIK # | 0002011342, 0001512780, 0001767474, 0002013988, 0002010748 |
AUM | $699.2 MM (2024-02-16) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 901-322-4212 |
Address | 3725 Champion Hills Dr Memphis, TN 38125 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001512780] | |
13F-HR | [0001767474] | |
13F-HR | [0002010748] | |
13F-HR | [0002011342] | |
13F-HR | [0002013988] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Vann Equity Management LLC
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|
TX | 0.7 |
Founders Financial Alliance LLC
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|
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
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|
MD | 0.7 |
Goodman Financial Corporation
✚
|
TX | 0.7 |
Old Port Advisors Inc
✚
|
ME | 0.7 |
PKS Advisory Services LLC
✚
|
NY | 0.7 |