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Private Wealth Group, LLC

● SEC registered since 2007CRD 128560SEC# 801-67745Tampa, FL
Export (members)
Reg. AUM
$281.8M
Employees
3
Accounts
618
Location
Tampa, FL

Private Wealth Group, LLC assets under management

Private Wealth Group, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2007. It reports $281.8 million in regulatory assets under management and employs 3 people.
www.privatewealthgroup.comView on SEC.gov ↗

Private Wealth Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael McLellan Anderson ControlMember, Chief Compliance Officer25-50%2011
Stephen Frank Segundo ControlManaging Member50-75%2002

Frequently asked questions

How much does Private Wealth Group, LLC manage?

Private Wealth Group, LLC reports $281.8 million in regulatory assets under management on its Form ADV.

How many employees does Private Wealth Group, LLC have?

Private Wealth Group, LLC reports 3 employees.

Where is Private Wealth Group, LLC located?

Private Wealth Group, LLC is based in Tampa, FL and has been SEC-registered since 2007.

Does Private Wealth Group, LLC disclose fund performance?

Private Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4902 Eisenhower Blvd, Suite 150, Tampa, FL 33634
Phone813-226-1900
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1512780
Discloses disciplinary historyNo

Assets under management

Discretionary$281.8M
Non-discretionary$0
Total (RAUM)$281.8M