Kansas City, MO Office
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Private Wealth Consulting, LLC
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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.
Based on Private Wealth Consulting, LLC
Expertise
Based on Private Wealth Consulting, LLC
Location
Kansas City MO
Advisors at this office
3
Advisors at this office
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 previously worked at SeaCrest Wealth Management, LLC and Enterprise Trust Company. Nelson serves as a board member of Palmer Square Capital BDC Inc., attending quarterly meetings to assist the business development company. 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 that may include long- and short-term holdings, option writing, and margin, 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 with one year of industry experience. He holds the Series 65 designation and has prior work experience in transportation and rental services sectors. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $259 million across 140 client relationships. The firm’s investment approach is tailored to each client’s goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, option writing, and margin, with accounts managed on a discretionary basis and subject to quarterly reviews.
Donald H
Series 63, Series 65
Kansas City, MO
Private Wealth Consulting, LLC
Donald Hubbs is a financial advisor with Private Wealth Consulting, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Private Wealth Consulting since 2026 and has also been with Seacrest Wealth Management since 2012. 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 combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across 140 client relationships.
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