| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph P. Horner Control | President | 50-75% | 2002 |
| Scott M Robbins Control | Vice President - Chief Compliance Officer | 25-50% | 2002 |
Private Wealth Management, Inc. reports $768.2 million in regulatory assets under management on its Form ADV.
Private Wealth Management, Inc. reports 4 employees.
Private Wealth Management, Inc. is based in Memphis, TN and has been SEC-registered since 2002.
Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3725 Champion Hills Dr., Suite 1400, Memphis, TN 38125 |
| Phone | 901-322-4212 |
| Fax | 901-322-4211 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $768.2M |
| Total (RAUM) | $768.2M |