Private Wealth Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$204,411,176
Clients
140
Advisors
4
across 2 offices
About
Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities, managing roughly $259 million across about 140 client relationships. Services include ongoing portfolio management using discretionary authority, the ability to retain sub‑advisors, and financial planning and consulting engagements that range from full comprehensive plans to single-topic consultations.
The firm’s investment approach is tailored to each client’s goals, time horizon and risk tolerance, combining fundamental, technical, charting and cyclical analysis as appropriate and employing strategies that may include long- and short-term holdings, option writing and margin where suitable. Accounts are managed on a discretionary basis with quarterly reviews that address allocation, rebalancing and tax‑loss harvesting, and clients may impose written restrictions on investments.
Notably, PWC operates from multiple offices and offers fixed‑fee financial planning engagements—both features that are relatively uncommon among firms with this regulatory profile—and it provides direct portfolio management for individual clients rather than specializing in private fund advisory services. The firm also routinely engages sub‑advisors under its discretionary authority and uses a defined custodial arrangement for account execution and reporting.
Client services
Expertise
Fee options
$500 - $2,000 depending on complexity and client needs
$0 - $2,000,000: 1.50% annually $2,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.75% annually
Main office
See officeKansas City MO
Advisors at this office
3
Offices (2)
Most active in
Florida · Kansas · Michigan · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Christopher N
Series 65
Kansas City, MO
Private Wealth Consulting, LLC
Christopher Nelson is a financial advisor at Private Wealth Consulting, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at SeaCrest Wealth Management, LLC and Enterprise Trust Company. Nelson serves as a board member for Palmer Square Capital BDC Inc., attending quarterly meetings in that role. Private Wealth Consulting provides discretionary asset management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $259 million across around 140 client relationships, using a tailored investment approach that incorporates multiple analysis methods and strategies, with accounts managed on a discretionary basis and reviewed quarterly.
Amy M
Series 63, Series 65
Beverly Hills, MI
Private Wealth Consulting, LLC
Amy Mclandress is a financial advisor with Private Wealth Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked for SeaCrest Wealth Management, LLC for 12 years before joining Private Wealth Consulting in 2026. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across about 140 client relationships.
Harrison H
Series 65
Kansas City, MO
Private Wealth Consulting, LLC
Harrison Hubbs is a financial advisor at Private Wealth Consulting, LLC in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at SeaCrest Wealth Management, LLC and several companies outside of financial services. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that incorporates multiple analytical methods and manages accounts on a discretionary basis with regular reviews and the option for client-imposed investment restrictions.
Donald H
Series 63, Series 65
Kansas City, MO
Private Wealth Consulting, LLC
Donald Hubbs is a financial advisor at Private Wealth Consulting, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at SeaCrest Wealth Management, LLC, LPL Financial, and M&I Investment Management Corp. Private Wealth Consulting provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach integrating fundamental, technical, charting, and cyclical analysis, managing roughly $259 million across about 140 client relationships.
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