Private Financial Management LLC
Private Financial Management LLC is an SEC-registered wealth manager with $158.7M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Private Financial Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313167, SEC 801-129838, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $158.7M (2026-06-18)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 31
- CRD
- 313167
- Ownership
- BORN, DAVID, GEORGE
How much AUM does Private Financial Management LLC have?
Private Financial Management LLC reported $158.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Private Financial Management LLC?
Disclosed owners and executives of Private Financial Management LLC include BORN, DAVID, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.