# PRIVATE WEALTH MANAGEMENT, INC.

PRIVATE WEALTH MANAGEMENT, INC. of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 120823
- Type: SEC-registered investment adviser
- SEC file number: 801-61214
- Location: 3725 CHAMPION HILLS DR., MEMPHIS, TN, 38125
- Phone: 901-322-4212
- Latest filing: 2026-03-13
- Regulatory AUM: $832.5M
- Non-discretionary AUM: $832.5M
- Clients: 4
- Accounts: 571

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Joseph P Horner | PRESIDENT | — |
| Scott M Robbins | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | — |
| HORNER JOSEPH PERKINS | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| ROBBINS SCOTT M | CHIEF FINANICAL OFFICER; VICE PRESIDENT; VICE PRESIDENT - CHIEF COMPLIANCE OFFICER (11/2018) | — |
| PITTMAN ANNA | CHIEF COMPLIANCE OFFICER | — |
| HORNER JOSEPH P | PRESIDENT | — |
| CALDWELL TIMOTHY A M | CHIEF COMPLIANCE OFFICER; PARTNER/OWNER | — |
| Joseph P. Horner | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120823/similar
- Related entities: https://search.stillhousedata.com/firm/120823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120823

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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.