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U.S. PRIVATE WEALTH, LLC
CRD 167288File 801-135084
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$200.3M
Below cohort median (national)
Discretionary AUM
$200.3M
Clients
189
489 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 5, 2026
- Principal office
- 3001 PGA BOULEVARD, SUITE 103, PALM BEACH GARDENS, FL, 33410
- Phone
- 561.855.4635
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $200.3M
- Discretionary AUM
- $200.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 489
- Non-discretionary accounts
- 0
- Total accounts
- 489
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $150.5M |
| Individuals (other than high net worth individuals) | 127 | $49.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.