Private Wealth Group, LLC
SEC RegisteredChanging Markets | Dynamic Investing
About the firm
Founded in 2002, Private Wealth Group, LLC ("PWG") provides investment management services to clients across the United States. PWG is an independent, fee-only investment advisor with no bank or brokerage affiliations, registered as an investment advisor with the U.S. Securities and Exchange Commission.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services including dynamic investment strategies (Intelligent Equity® and Dynamic Fixed Income), and custom portfolios that may include ETFs, mutual funds, individual equity and fixed income positions, and private placements.
Who they serve
Clients across the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 166 | $51M |
| High Net Worth Individuals | 62 | $203M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Private Wealth Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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