Private Client Group Asset Management
Private Client Group Asset Management is an SEC-registered wealth manager in Gladstone, NJ with $143.1M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Private Client Group Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148208, SEC 801-126371, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $143.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Gladstone, NJ
- Employees
- 5
- Clients
- 109
- CRD
- 148208
- Ownership
- PRIVATE CLIENT GROUP, LLC; JOHNSON, DAVID, WORDLOW; AAAS WEALTH AND ADVISORY LLC; ROCK ASSOCIATES LLC; TUTTLE, MATTHEW, BENJAMIN
How much AUM does Private Client Group Asset Management have?
Private Client Group Asset Management reported $143.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Private Client Group Asset Management?
Disclosed owners and executives of Private Client Group Asset Management include PRIVATE CLIENT GROUP, LLC, JOHNSON, DAVID, WORDLOW, AAAS WEALTH AND ADVISORY LLC, ROCK ASSOCIATES LLC, TUTTLE, MATTHEW, BENJAMIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.