Private Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Private Wealth Services, LLC serves individuals, profit‑sharing plans, trusts, and business entities and primarily acts as a solicitor that introduces prospective clients to third‑party registered investment advisers for investment advisory services. The firm also offers standalone financial planning and consulting on a range of investment and non‑investment topics and memorializes engagements in written agreements and disclosures.
PWS does not manage client assets or accept discretionary trading authority; instead it facilitates introductions to third‑party advisers and receives referral compensation when a referred party establishes an advisory relationship with those advisers. When retained directly for planning or consulting, the firm charges negotiated hourly or fixed fees and does not accept performance‑based compensation.
Distinctive aspects of the firm include that the principal and the firm are licensed insurance agents and may recommend or place insurance products, a relationship the brochure identifies as a potential conflict and discloses to clients. The firm also does not use percentage‑of‑assets‑under‑management billing and does not perform ongoing supervision or due diligence of the third‑party advisers it refers, details prospective clients should consider when reviewing the third‑party advisers’ disclosures.
Client services
Expertise
Fee options
Fixed fees ranging from $2,500 to $50,000 for financial planning and consulting services.
Hourly fees ranging from $200 to $500.
Fee-only: Hourly fees ranging from $200 to $500; Fixed fees ranging from $2,500 to $50,000 for financial planning and consulting services. Fees are negotiable and set forth in the agreement.
Main office
2009 Mackenzie Way, Suite 100
Cranberry Township PA 16066
Advisors at this office
1
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 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.
Forms ADV
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