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Private Wealth Management Group LLC

● SEC registered since 2013CRD 166539SEC# 801-77565Princeton, NJ
Export (members)
Reg. AUM
$492.9M
Employees
11
Accounts
915
Location
Princeton, NJ

Private Wealth Management Group LLC assets under management

Private Wealth Management Group LLC is a registered investment adviser overseen by the SEC based in Princeton, NJ. The firm has been registered since 2013. It reports $492.9 million in regulatory assets under management and employs 11 people.
www.noviwealth.comView on SEC.gov ↗

Private Wealth Management Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel H SatzWealth Manager And PartnerUnder 5%2024
Robert B Dunn ControlManaging Principal, CcoOver 75%2013
Ryan M VogelMember, Senior Wealth Advisor10-25%2013

Frequently asked questions

How much does Private Wealth Management Group LLC manage?

Private Wealth Management Group LLC reports $492.9 million in regulatory assets under management on its Form ADV.

How many employees does Private Wealth Management Group LLC have?

Private Wealth Management Group LLC reports 11 employees.

Where is Private Wealth Management Group LLC located?

Private Wealth Management Group LLC is based in Princeton, NJ and has been SEC-registered since 2013.

Does Private Wealth Management Group LLC disclose fund performance?

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

Contact & registration

Address512 Executive Drive, Princeton, NJ 08540
Phone609-921-7002
Fax609-921-2858
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$491.1M
Non-discretionary$1.8M
Total (RAUM)$492.9M