# PRIVATE WEALTH MANAGEMENT GROUP INC

PRIVATE WEALTH MANAGEMENT GROUP INC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 108971
- Type: SEC-registered investment adviser
- SEC file number: 801-57021
- Location: 512 EXECUTIVE DRIVE, PRINCETON, NJ, 08540
- Phone: 609-921-7002
- Latest filing: 2012-04-02
- Regulatory AUM: $127.6M
- Discretionary AUM: $95.6M
- Non-discretionary AUM: $32.0M
- Clients: 1
- Accounts: 436

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| DUNN WILLIAM JAMES | PRESIDENT | — |
| DUNN ROBERT B | VICE PRESIDENT, SECRETARY; VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | — |
| DUNN WILLIAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108971/similar
- Related entities: https://search.stillhousedata.com/firm/108971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108971

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.