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 discretionary portfolio management and standalone financial consulting to a small set of clients including individuals (including high-net-worth), trusts, estates and business entities. The firm operates as a single-advisor independent registered investment adviser and manages roughly $126 million for a limited client roster, with a stated portfolio management account minimum of $250,000.
The firm emphasizes individualized, continuously supervised portfolios with regular reviews and periodic rebalancing, applying fundamental analysis and a mix of long-term, short-term and trading strategies across individual stocks, mutual funds, ETFs and cash equivalents. In addition to investment management, it offers a broad consulting practice covering retirement and estate planning, tax planning, corporate structure and specialized services such as cost segregation and real estate analysis that clients may engage separately from portfolio management.
A distinctive aspect of the practice is that the principal is a licensed insurance agent and may offer commissionable insurance products to clients, a feature the brochure identifies as a potential conflict and describes mitigation steps for. The firm also discloses operational differences from many peers — it typically does not accept proxy voting, provides verbal portfolio reporting unless written reports are requested, and maintains a very small, concentrated client base.
Client services
Expertise
Fee options
Flat fees generally start at $5,000; Retainer not exceeding $1,200
Up to $500 per hour
Account minimum: $250,000 Fee-only: Hourly fee up to $500 per hour; Flat fees generally start at $5,000; Retainer not exceeding $1,200
Main office
1308 Reisling Court
Las Vegas NV 89144
Advisors at this office
1
Most active in
Nevada
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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