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PRIVATE WEALTH GROUP, LLC
CRD 128560File 801-67745
APPROVED
Retail clients
Custody
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$274.0M
Below cohort median (national)
Discretionary AUM
$274.0M
Clients
234
600 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 19, 2007
- Principal office
- 4902 EISENHOWER BLVD, SUITE 150, TAMPA, FL, 33634
- Phone
- 813-226-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $274.0M
- Discretionary AUM
- $274.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 600
- Non-discretionary accounts
- 0
- Total accounts
- 600
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.9M |
| Charitable organizations | Fewer than 5 | $18.3M |
| High net worth individuals | 62 | $203.2M |
| Individuals (other than high net worth individuals) | 166 | $50.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 | Clients | 229 | 234 | increased by5 |
| Apr 1, 2026 | AUM | $281,812,005 | $274,030,731 | decreased by$7,781,274 |
| Apr 1, 2026 | Accounts | 618 | 600 | decreased by18 |
| Mar 1, 2026 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 188 | 229 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $219,475,431 | $281,812,005 | increased by$62,336,574 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 509 | 618 | increased by109 |
| Apr 1, 2022 | Clients | 181 | 188 | increased by7 |
| Apr 1, 2022 | AUM | $200,693,025 | $219,475,431 | increased by$18,782,406 |
| Apr 1, 2022 | Accounts | 524 | 509 | decreased by15 |
| 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.