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U.S. Private Wealth, LLC

● SEC registered since 2026CRD 167288SEC# 801-135084Palm Beach Gardens, FL
Export (members)
Reg. AUM
$173.7M
Employees
3
Accounts
463
Location
Palm Beach Gardens, FL

U.S. Private Wealth, LLC assets under management

U.S. Private Wealth, LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2026. It reports $173.7 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/wallprivatewealthView on SEC.gov ↗

U.S. Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dalton Jacob Helvey ControlCcoUnder 5%2025
Michael David Wall ControlManaging MemberOver 75%2013

Frequently asked questions

How much does U.S. Private Wealth, LLC manage?

U.S. Private Wealth, LLC reports $173.7 million in regulatory assets under management on its Form ADV.

How many employees does U.S. Private Wealth, LLC have?

U.S. Private Wealth, LLC reports 3 employees.

Where is U.S. Private Wealth, LLC located?

U.S. Private Wealth, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2026.

Does U.S. Private Wealth, LLC disclose fund performance?

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

Contact & registration

Address3001 Pga Boulevard, Suite 103, Palm Beach Gardens, FL 33410
Phone561.855.4635
Office hours9:00a.m. - 4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$173.7M
Non-discretionary$0
Total (RAUM)$173.7M