Private Wealth Group, LLC
Private Wealth Group, LLC is an SEC-registered wealth manager in Tampa, FL with $274.0M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Private Wealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128560, SEC 801-67745, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $274.0M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 2
- Clients
- 234
- CRD
- 128560
- Ownership
- SEGUNDO, STEPHEN, FRANK; COVERLEY, WILLIAM, HAROLD; ANDERSON, MICHAEL, MCLELLAN; Segundo, Joanna; ESTATE OF STEPHEN F SEGUNDO
How much AUM does Private Wealth Group, LLC have?
Private Wealth Group, LLC reported $274.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Private Wealth Group, LLC?
Disclosed owners and executives of Private Wealth Group, LLC include SEGUNDO, STEPHEN, FRANK, COVERLEY, WILLIAM, HAROLD, ANDERSON, MICHAEL, MCLELLAN, Segundo, Joanna, ESTATE OF STEPHEN F SEGUNDO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.