Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Private Wealth Management, LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, creating an Investment Policy Statement for each engagement and offering both discretionary and non-discretionary mandates. The firm reports managing roughly $75 million in discretionary assets across a small client base and conducts regular portfolio monitoring and reporting.
The firm employs both fundamental and technical analysis and pursues long-term trading alongside the use of margin and options strategies (including covered, uncovered, and spread strategies). Investment implementation is generally limited to mutual funds, equities, fixed income, ETFs, real estate funds/REITs, and annuities, with all assets managed in-house rather than by third‑party sub‑advisers.
Noteworthy features for a firm of this size include a single management person who conducts monthly reviews of all accounts and the firm’s use of a primary institutional custodian platform, including fee deductions that create limited custody arrangements. The brochure also discloses that the principal operates a separate tax‑preparation business and that the firm’s combination of related‑party services and use of leveraged/options strategies may present conflicts of interest and elevated risks that prospective clients should consider.
Client services
Expertise
Fee options
$250,000 - $100,000,000: 0.60% annually
Account minimum: $250,000
Main office
600 Eagleview Blvd, Suite #300
Exton PA 19341
Advisors at this office
2
Most active in
Pennsylvania
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.
Forms ADV
Advisors at this firm
Daniel P
CFP®, Series 66
Exton, PA
Private Wealth Management, LLC
Daniel Picinich is a CFP® with 12 years of industry experience and has been with Private Wealth Management, LLC since 2015. He holds the Series 66 license and operates from Exton, PA. In addition to his advisory role, he owns and manages a tax preparation and filing business, Eagle Tax Service, LLC. Private Wealth Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and manages accounts directly, employing a range of investment strategies including long-term trading, margin, and options.
Carol B
Series 63, Series 65
Exton, PA
Private Wealth Management, LLC
Carol Bradley is a financial advisor at Private Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Charles Schwab and affiliated entities for over two decades. Outside of her advisory role, she operates a separate tax-preparation business. Private Wealth Management, LLC provides ongoing portfolio management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary mandates. The firm employs fundamental and technical analysis, uses various investment strategies including margin and options, and manages all assets in-house.
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