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| US Private Wealth LLC
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|---|---|
| CRD # | 167288 |
| SEC # | 801-135084 |
| CIK # | 0002013988, 0002010748, 0001767474, 0001512780, 0002011342 |
| AUM | 200.3 M (2026-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-855-4635 |
| Address | 3001 PGA Boulevard Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| 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) | 127 | 49.8 |
| (b) Individuals (high net worth individuals) | 62 | 150.5 |
| (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 | 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 | 489 | 200.3 |
| By Discretionary | ||
| Discretionary | 489 | 200.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 489 | 200.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.3 | |
| Total | 489 | 200.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Risk Management Group LLC
✚
|
MD | 200.5 M |
|
Emerald Bay Wealth Management LLC
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CA | 200.4 M |
|
Comprehensive Money Management Services LLC
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200.3 M | |
|
Laughlin Financial LLC
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IN | 200.2 M |
|
Thompson Capital Management LLC
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|
200.1 M | |
|
Chapman Investment Management LLC
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|
200.1 M | |
|
Radix Organization Inc
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|
NY | 200.1 M |
|
Genesis Wealth Advisors LLC
✚
|
MA | 200.1 M |
|
Allen Capital Management LLC
✚
|
WA | 200.0 M |
|
Hensler & Associates Wealth Management LLC
✚
|
MI | 200.0 M |