A complete list of active advisors currently associated with U.S. Private Wealth, LLC

Warmer can help you find a great advisor at U.S. Private Wealth, LLC or one who fits your needs even better.

U.S. Private Wealth, LLC primarily serves individual and high‑net‑worth clients with personalized financial planning and discretionary portfolio management, and also offers family office services for very large households, pension consulting, and sub‑advisory relationships. The firm reports approximately $200.3 million in discretionary assets and typically begins client relationships with one‑on‑one planning meetings that can lead into ongoing portfolio management. The firm’s investment approach is active and combines fundamental and technical analysis, employing long‑ and short‑term strategies as appropriate and implementing direct indexing, structured products, and derivatives‑based instruments (including leveraged and inverse funds and options‑based strategies) in client accounts where suitable. USPW states it conducts monthly monitoring, integrates ongoing tax‑aware planning (for example, tax‑loss harvesting and SBLOC considerations), and discloses additional material risks tied to direct indexing, SBLOCs, political developments, and use of AI tools. What distinguishes the firm from many peers is its involvement in affiliated businesses: the firm discloses an affiliation with a licensed insurance agency and related private‑placement sponsors/manager entities and solicits client participation in those private offerings, with procedures described to address resulting conflicts. The brochure also discloses prior regulatory matters (consent orders with state regulators) and documents how the firm amended its disclosures and procedures to address identified issues.

To learn more about the advisors currently working at U.S. Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.