Private Group Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,000,000
Clients
61
Advisors
2
across 2 offices
About
Private Group Wealth Management serves individual and high‑net‑worth clients as well as corporate pension and profit‑sharing plans, managing about $32 million across roughly 60 accounts. The firm offers continuous investment supervisory services through model asset allocation portfolios and also provides standalone financial planning engagements.
PGWM implements model portfolios on both discretionary and non‑discretionary bases, monitoring accounts continuously and conducting at least quarterly reviews and rebalancing as needed. The firm uses a mix of charting, fundamental and technical analysis and may employ options and both short‑ and long‑term trading strategies; clients retain ownership of securities and custody is generally recommended through an independent custodian.
The firm discloses two atypical affiliations: a principal also operates an accounting firm and another principal is a managing member of an affiliated registered investment adviser, and both principals devote a material portion of their time (about 30%) to those outside businesses. These cross‑business relationships — with accounting services provided separately and no referral‑fee arrangements disclosed — are highlighted in the brochure and are less common among peer firms.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $1,500 to $3,000
$0 - $250,000: 1.25% $250,001 - $999,999: 1.00% $1,000,000+: 0.90%
Typically $125 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $75.00 per quarter minimum advisory fee per account Fee-only: Financial Planning fees charged on hourly basis typically $125/hour and/or fixed fee basis ranging from $1,500 to $3,000
Main office
See officeFredericksburg TX
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
P.L. Moore Investment Advisors, LLC · Private Group Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patrick M
Series 63
Fredericksburg, TX
Private Group Wealth Management, LLC
Patrick Moore is a financial advisor at Private Group Wealth Management, LLC in Fredericksburg, Texas, with 22 years of industry experience. He holds a Series 63 designation and has worked as a CPA in his own tax and audit practice since 1979, which continues alongside his advisory role. His CPA practice involves preparing tax returns and auditing financial statements. Private Group Wealth Management provides investment advisory services to individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm uses model-based portfolio management combined with integrated financial, tax, estate, and business-planning advice, managing approximately $30 million across about 61 accounts.
Raymond R
Series 63, Series 65
Fort Lauderdale, FL
Private Group Wealth Management, LLC
Raymond Rodriguez is a financial advisor at Private Group Wealth Management, LLC with 51 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Aragon Value Partners, LLC from 2016 to 2019. Private Group Wealth Management provides investment advisory services to individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm uses model-based portfolio management combined with integrated financial, tax, estate, and business planning services.
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