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PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823File 801-61214
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$832.5M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $832.5M
Clients
131
571 accounts
Employees
4
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 31, 2002
- Principal office
- 3725 CHAMPION HILLS DR., SUITE 1400, MEMPHIS, TN, 38125
- Phone
- 901-322-4212
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $832.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $832.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 571
- Total accounts
- 571
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $506K |
| Charitable organizations | Fewer than 5 | $8.6M |
| High net worth individuals | 85 | $807.6M |
| Individuals (other than high net worth individuals) | 46 | $15.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 125 | 131 | increased by6 |
| Apr 1, 2026 | AUM | $768,179,247 | $832,495,124 | increased by$64,315,877 |
| Apr 1, 2026 | Accounts | 577 | 571 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 72 | 125 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $829,379,814 | $768,179,247 | decreased by$61,200,567 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 616 | 577 | decreased by39 |
| Apr 1, 2022 | Clients | 71 | 72 | increased by1 |
| Apr 1, 2022 | AUM | $741,236,598 | $829,379,814 | increased by$88,143,216 |
| Apr 1, 2022 | Accounts | 594 | 616 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIVATE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIVATE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.