# PRIVATE WEALTH CONSULTANTS LTD

PRIVATE WEALTH CONSULTANTS LTD of TOLEDO, OH is an SEC-registered investment adviser.

## Registration

- CRD: 112602
- Type: SEC-registered investment adviser
- SEC file number: 801-57364
- Location: 6591 WEST CENTRAL AVE, SUITE 108, TOLEDO, OH, 43617
- Phone: 419-842-0334
- Latest filing: 2018-11-02
- Regulatory AUM: $246.8M
- Discretionary AUM: $192.8M
- Non-discretionary AUM: $54.1M
- Clients: 10
- Accounts: 1,725

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Miller Scott | EXECUTIVE VICE PRESIDENT; PRESIDENT | Rye, NY |
| RATHBUN GARY LEE | CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT/CCO | — |
| GROVES MARIE NANCY | CHIEF COMPLIANCE OFFICER | — |
| RUHYLE JAMES P | CHIEF OPERATING OFFICER | — |
| BERNDT SARAH JANE | CHIEF INVESTMENT STRATEGIST | — |
| PIGOTT THOMAS D | SMALL BUSINESS CONSULTANT | — |
| GANT DERICK LEON | PRINCIPAL; VICE PRESIDENT | — |
| AFZAL SHAMS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER (FORMER) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112602/similar
- Related entities: https://search.stillhousedata.com/firm/112602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112602

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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.